Insights on Serving Corporate Executives

By Michael Ruzhansky Corporate executives are subject to unique issues related to their compensation with company stock. Advisors can’t treat executives like other high-net-worth clients and expect to be successful. Dealing with equity compensation issues requires specialized knowledge and tools, and a very individualized approach to the client. Senior management often has 80% to 90% of their net-worth tied up in company stock and options. In spite of such concentrated and risky positions, executives often resist guidance on diversification. This...

More