Corporate Executive Wealth Management

Personal Solutions for Corporate Executives

Corporate Executive Services

Our experience is built over many years of learning from and working with Corporate Executives in both private firms and public companies and board members across industries. We advise on compensation structure, employment contract design, and equity compensation as well as any other details that can become cumbersome and complicated but require management.

Differentiated Corporate Executive Offerings

Executive Benefit Planning


  • Pre-liquidity/Pre-IPO planning

  • Tax planning & optimization

  • Stock option planning

  • RSU’s/RSAs/PSUs and other forms of share awards

10b5-1


  • Best practices

  • Custom plan design & implementation

  • Plan management & trade reporting

  • Multi-platform/multi-custodian capabilities


Concentrated Equity


  • Private & public company equity

  • Diversification strategies

  • Block trading

  • Hedging & monetization strategies

  • Exchange fund(s)

Executive Consulting


  • Employment contract review

  • Change in control considerations

  • 280g modeling

  • Equity compensation benchmarking & negotiation



Have an Upcoming Liquidity Event?

Crest Capital Advisors can help you prepare.


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