Demanding schedule. Look for balance between work and family. Actively creating wealth. Seek to maximize benefits from corporate plans. Travel extensively.
How can HPM Partners assist?
- Provide guidance on how to best maximize benefits from corporate plans
- Coordinate wealth management issues, such as estate planning, insurance, tax planning and compliance, and loans
- Assess special tax considerations resulting from exercising options, receipt of golden parachutes (280G issues), and 83(b) elections
- Devise and monitor 10b5-1 plans for restricted stock
- Design and manage an investment program for liquid net worth
- Serve as a trust administrator and provide education programs for family members