Executive Benefits and Compensation

From start-ups to Fortune 500 companies, compensation packages are becoming more complex. Learn how to decipher the details and make smart choices.

Is a Personal CFO Right for You?

Friday, January 12, 2018

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.

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Key Trends in Executive Compensation

Monday, September 26, 2016

By Greer Smith, CFP® Pay packages at the senior executive level have become increasingly creative and complex, from start-ups to Fortune 500 companies. Things like stock options, restricted stock, deferred compensation and significant bonuses are common denominators in many compensation packages. However, strategies for managing and accounting for these different pieces of a comp plan vary

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