Hedge fund, private equity and finance professionals are often adept at uncovering attractive business and investment opportunities. But when it comes to managing their personal wealth, even a “Master of the Universe” can benefit from some outside financial planning perspective and expertise.
At Cary Stamp & Company, we serve as a trusted advisor to hedge fund, private equity, and finance professionals. Our services include:
- Family Office Support: We provide comprehensive support to manage every facet of your financial life.
- Strategies to Manage Concentrated Wealth: If the majority of your personal wealth is tied to your business or a particular investment, we can develop strategies to help you diversify and reduce risk.
- Asset Protection Strategies: Proper titling of your assets can protect your personal wealth should your investment strategy suffer a serious decline.
- Tax Management Strategies: When your taxable income fluctuates widely from one year to the next, we can help you execute strategies to manage your income tax exposure and optimize your cash flow.
- Equity Compensation Plans: We can help you manage your incentive stock options, restricted stock units, and other forms of equity compensation tax efficiently.
- Estate Planning and Trusts: We coordinate with your attorneys to help you build your legacy, minimize the impact of estate taxes, and ensure you execute your estate plan properly.
- Insurance for Your Business and Your Family: Whether you need a Key Person Policy to protect your business or an Irrevocable Life Insurance Trust to protect your family and pay estate taxes, we’ll recommend the right policies for your situation.
As an investment advisor representative of Commonwealth Financial, we focus on providing you with the right financial advice for your personal situation.