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Our Services > Corporate Services > Financial Advising
Tax Planning and Wealth Management Program
For Executives and Management Teams
GW & Wade’s Tax and Financial Advisory program addresses the unique needs of executives who are involved with pre- or post-liquidity planning, or who need a more holistic approach to their financial plans. This complimentary benefit relieves their tax and financial planning concerns, helping them stay focused on building successful companies.
Sample of topics covered at our custom, on-site presentations includes:
- Financial Review
Cash flow analysis and balance sheet consolidation
- Tax Planning
Assess all tax exposure, including AMT vs. regular taxes
- Equity Compensation
Improve understanding of all forms of equity compensation, including ISOs and Non-Quals; discussion of 83b Elections, 10b5-1 trading programs
- Retirement Planning
Assess factors for long-term financial independence, including taxable and tax-deferred assets, social security options, etc.
- Estate Planning
From basic documents to advanced planning, includes guidance on pre-liquidity and post-liquidity planning, opportunities for family estate planning, and charitable activities
Objective, Credentialed Experts
GW & Wade is an independent, fee-based advisory firm, unaffiliated with any bank or mutual fund company and therefore have no commisions or sales quotas to reach. GW & Wade does not create or sell any proprietary financial products, eliminating sales bias or pressure in our presentations and client relationships. All meetings are conducted by senior GW & Wade counselors who are multi-credentialed:
- Attorneys, CPAs, Masters and LL.M.s in Taxation
- Certified Financial Planners and Registered Investment Advisors
All executives are offered a personal, confidential and complimentary consultation. This creates an opportunity to explore personal tax, investment portfolio, estate, or risk management issues, without any commitment to engage longer term.
Click here to contact us about our Corporate Financial Advising Program.
| Wellesley, MA |
Palo Alto, CA |
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