EXECUTIVES
Trusted Advice for Executive Leadership
Executive leadership comes with many demands and complex compensation structures, evolving personal goals, and limited time to manage it all. Our experienced team provides tailored guidance to help you make confident, informed decisions that support your career, lifestyle, and long-term vision.
Through integrated wealth planning, we help you navigate transitions and opportunities with clarity and purpose—whether managing equity awards, planning for retirement, or preparing your legacy.
wealth management and trust services
Executive Compensation
We work with you and your outside professionals to help unlock the full value of your compensation by managing equity awards, deferred income, and concentrated stock positions with a focus on tax efficiency and long-term alignment.
Lifestyle & Wealth Preservation
We work with you and your outside professionals to coordinate wealth strategies that are intended to protect your assets, support your current lifestyle, and enable sustainable wealth across generations.
Approaching Retirement
As you near retirement, we offer personalized strategies for income planning, healthcare, and estate goals—adjusted for evolving risk tolerance and future needs.
Our insights on EXECUTIVES
VIDEO
March 6, 2025
Neza Gallitano, Wealth and Fiduciary Advisor outlines key considerations for managing executive compensation. With
BLOG
December 5, 2023
Unlike many athletes, executives may have more time on their side, thanks to deferred pay compensation structures that
BLOG
October 6, 2025
Evercore Wealth Management releases the 2025 Year-End Wealth Planning Review. This guide provides a brief update on
