Business buildings

Executives and senior management

Net Worth Thinking in action

Eight strategies executives and senior management commonly overlook in their wealth plans

  1. Reduce your portfolio risk through proper diversification.

  2. Understand your deferred and long-term compensation.

  3. Maximize your pension choice while working at the company. 

  4. Maximize your retirement income choice. 

  5. Reduce your current tax through spousal loans.

  6. Protect and maximize your family wealth.

  7. Give more strategically and tax effectively in your charitable giving.

  8. Understand the effect of significant wealth on your children and how to share money values.