Executive Compensation Advisory
Equity compensation can lead to tremendous wealth accumulation. But the demands of leading a company leave little time to tend to personal finances and think strategically about how best to optimize grants and awards for you and your family. At the Private Bank, we have a dedicated team of specialists ready to tailor a plan designed around your unique compensation structure. After all, the world is changing quickly and corporate executive planning needs can be drastically affected by forfeiture risks, emerging compensation practices, and changing tax and regulatory landscapes.
Am I being compensated appropriately? How do I meet my liquidity needs when most of my wealth is in my company’s stock? How can I minimize or at least prepare for the tax on my equity awards? With company constraints and SEC regulations, what should I do to 
manage my concentrated position
? As a corporate executive, you’ve likely sought the answers to these questions, which are crucial to achieving your long-term wealth goals. Our specialists can help.
It’s our intention to advise throughout your executive journey with a team designed to complement your other professional advisors to ensure full alignment with your goals.
Value-Added Strategies:
- Advise publicly traded and pre-IPO private companies on the design of executive compensation plans and long-term incentive plans
- Analyze employment agreements, grant agreements, deferred compensation plans and pensions to reveal wealth optimization opportunities as part of a total compensation review
- Evaluate portfolio and balance it against your company’s holding requirement to devise a strategy to manage concentrated stock positions and implement 10b5-1 plans
- Assess liquidity needs and provide customized personal loans, lines of credit, structured equity solutions, and specialized lending for yachts, airplanes and artwork
Additional Services
Managing your concentrated wealth
Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
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Optimizing compensation
Understanding your awards and benefits is critical to making the most of your opportunities. We’re tapped into best practices and industry standards, and you can rely on our deep experience to help guide your decisions.
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Stepping away from your company
It’s never too early to start planning—whether that’s retiring, selling your business or transitioning leadership to the next generation. We can help you ask the right questions—and formulate the right answers.
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