Wealth Management for Executives
Strategic Financial Planning for Executives
Our executive wealth management advisors offer deep experience working with high-net-worth executives like yourself on every aspect of financial planning, from asset allocation to business ownership, sale and succession. Our wealth advisors can also help you navigate a complex benefits package including stock options and bonuses, as well as create tax-efficient strategies for retirement and multigenerational charitable giving.
We have considerable experience working with executives from Procter & Gamble, AT&T and a variety of Dow 30 companies.
Our Specialized Services for Executives
Wealth Advisors, Estate Planning, Tax, Family Office and Insurance Professionals
Under one roof to create one, coordinated wealth management plan.
Advice On Asset Allocation
Including stress testing portfolios and investment strategies that align with your risk tolerance, diversification needs and long-term goals.
Tax Team Who Works Closely With Advisor and Estate Planning Professionals
To provide proactive tax preparation, tax-advantaged charitable giving and year-round planning.
Retirement Plan Strategies
That address potential savings gaps created by ERISA and IRS limitations in employer-sponsored retirement and health care plans and include a withdrawal strategy to help minimize downside risk.
Access to Valuation Professionals
Determine the valuation of your business and help negotiate the sale or acquisition of your company.
Charitable Giving and Family Governance and Education Assistance
To help secure a multigenerational legacy.
Mariner does not provide all services listed herein. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.
Wealth Management for Executives Insights
Alternative Minimum Tax Explained
Incentive Stock Options Explained
