Corporate Clients
Employer Support
Executive Wealth Management
Executives generally have greater financial resources and are therefore able to access more sophisticated financial planning solutions than most employees. Bespoke, modular courses are useful to cover such subjects as:
- share option exercise strategies
- investment risk analysis
- the use of trusts in tax mitigation
- financial modelling
This could be combined with the provision of an intensive highly personalised support service. Formats can vary depending upon requirement and budget.
Please contact us to discuss executive wealth management and your company.