At Carnegie Private Wealth, our specialized Corporate Executive Services offering is thoughtfully designed to address the distinct characteristics, needs and goals of the busy executive. Our team has decades of experience working with high-level C-Suite executives of publicly traded companies and utilizes the knowledge gained to benefit our executive clients and make their busy lives easier.
When it comes to personal finance, corporate executives desire peace of mind above all else. This confidence is delivered by answering several key questions:
- Are you meeting your regulatory obligations with your company stock holdings?
- Are you upholding your company obligations by meeting applicable holding requirements?
- Do you have a plan for managing and reducing the risk of your concentrated equity position in your company stock?
- Do you have a timeline of future vesting dates for equity options, restricted stock and deferred compensation?
- How can you make sure that you have enough liquidity to meet your family’s spending needs and wants?
Our team works with our corporate executive clients to develop a comprehensive plan to address all these areas and then remains with them every step of the way through execution. Having a plan is important, but executing the plan is essential. We have found that many corporate executives know the right things to do but do not have the time to execute them without guidance and support.
What services does Carnegie Private Wealth provide to our corporate executive clients?
- Equity compensation analysis and strategy
- Diversification strategies for concentrated equity positions
- Cash flow and liquidity planning
- Estate planning
- Tax planning
- Insurance and risk planning for the unexpected
- Working closely with corporate counsel or engaging with outside counsel to ensure all company and regulatory policies are followed
We have worked closely with executives of the following companies: Lowe’s, US Bank, Nucor, Premier, Duke Energy, Wells Fargo, Krispy Kreme, SPX, Food Lion, Kroger and many more.
