The strategic partner you need, who’s more than you expect
You're a busy executive, so successfully managing both your personal finances and professional responsibilities can seem like an unwieldy task. We can help you do both.
Concentrated stock positions
As a successful executive, you are likely being rewarded with equity. As your equity vests over time, you have greater financial benefits, but also increased stock concentration risk. We are adept at reflecting the appropriate amount of opportunity and risk in your portfolio.
Managing the complexities of your equity compensation
The role of 10b5-1 plans in helping executives meet their financial goals
Considerations when selling your company shares
Why a trusted advisor can help you avoid pitfalls and feel empowered to sell your stock
Executive case study
If your work or investments provided you with concentrated stock positions, we can help you develop and manage a plan that meets your unique needs.
Have a specific concern? Contact us
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Get to know your new strategic partner.
We can do so much together.
All non-SVB named companies listed are independent third parties and are not affiliated with SVB Financial Group.