Integrated Planning
Business leaders often face a dual challenge: managing complex personal finances while making strategic decisions for the enterprise. At Global Advisers, our Corporate & Executive Services are designed to bridge that gapโoffering fiduciary-aligned solutions for business owners, executives, and firms navigating equity compensation, exit strategy, succession, and regulatory obligations.
Whether youโre preparing for a liquidity event, managing executive compensation, or structuring long-term ownership plans, we offer coordinated support that aligns your personal goals with your corporate responsibilities.
Built for Executives
Executives and business owners rarely have the luxury of separating their personal financial decisions from their corporate roles. Your wealth is often tied to the future of the company. Our team understands thisโand delivers cohesive strategies to help you plan, protect, and execute across both spheres.
We provide independent advice across a range of corporate and personal considerations, including equity awards, restricted stock, succession design, insider trading compliance, and long-range estate planning. Every solution is integrated with your tax, legal, and company-specific circumstances to minimize risk and maximize outcomesโfor you and your business.
Business Account Features
Is It Right for You?
Our Corporate & Executive Services are built for decision-makers at the top of their organizations. These solutions are ideal if:
Key Benefits
Whether youโre overseeing a growing company or navigating the demands of personal wealth tied to corporate performance, our services help you manage complexity with clarity. From structuring stock sales and minimizing tax exposure to building a compliant exit strategy, we act as your fiduciary partnerโgiving you control, transparency, and peace of mind across every decision that matters.
Fees & Expenses
We do not sell products, offer proprietary platforms, or earn commissions on financial instruments. Our services are priced based on the complexity of engagement and may be structured as flat-fee planning, advisory retainers, or percentage-based fees on managed assets.
We provide clear, written pricing in advanceโnever revenue-sharing with custodians, insurance providers, or plan administrators. Every recommendation is delivered in your best interest and reflects our fiduciary duty.
Letโs Talk
800.832.8514
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