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Executive Wealth Planning

Executive Planning Process and Benefits

  • Review participants existing wealth strategies and determine if they are in line with current financial goals 
  • Design goal-driven strategic and tactical financial strategies working in concert with participants's tax, legal, and other counsel 

Planning Opportunities 

  • Wealth Transfer Strategies 
  • Stock Option Strategies
  • Diversified Strategies for Concentrated Stock Positions 
  • Section 1042 Exchanges Sale of Stock to an ESOP 
  • Retirement Planning 
  • Business Succession Planning 
  • Charitable Planning
  • Trust and Estate Planning*
  • Liability Management 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.