Executive Planning

Corporate and Executive Services

Leverage sophisticated business, corporate, and executive services designed to help achieve your professional and personal financial goals.

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OVERVIEW

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 gapโ€”offering fiduciary-aligned solutions for business owners, executives, and firms navigating equity compensation, exit strategy, succession, and regulatory obligations.

Whether youโ€™re 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 thisโ€”and 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 outcomesโ€”for you and your business.

Business Account Features

  • Succession & Exit Planning โ€“ Design internal and external exit strategies, prepare for management transitions, and structure ownership transfers in tax-aware ways.
  • Equity Compensation Planning โ€“ Administer stock options, RSUs, and profit-sharing plans that align key personnel incentives with long-term company value.
  • 10b5-1 Plan Guidance โ€“ Create and manage compliant pre-scheduled trading plans to avoid insider trading violations during blackout windows.
  • Rule 144 Compliance โ€“ Facilitate restricted stock transactions and ensure all reporting, disclosures, and resale activities follow SEC guidelines.
  • Global Plan Oversight โ€“ Support multinational equity plans, reporting obligations, and compliance across borders using centralized technology and advisory.

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:

  • Youโ€™re a founder or executive with significant equity exposure and limited liquidity.
  • Youโ€™re planning for retirement, business succession, or a strategic sale.
  • You need support managing insider trading risk or structuring 10b5-1 plans.
  • You want to ensure your executive compensation and wealth planning are tax-efficient and compliant.
  • You manage equity-based programs across multiple jurisdictions and need global coordination.

Key Benefits

Whether youโ€™re 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 partnerโ€”giving you control, transparency, and peace of mind across every decision that matters.

  • Optimized Liquidity โ€“ Ensure cash is available when you need it and working for you when you donโ€™t.
  • Higher Yield Access โ€“ Move beyond basic business savings with institutional-grade interest solutions.
  • Visibility & Control โ€“ Centralized tools give you better oversight of cash usage, timing, and reserve levels.
  • Integrated Advisory โ€“ Coordinate your cash strategy with tax planning, investing, and operational needs.
  • No Product Bias โ€“ As fiduciary advisors, we recommend solutions based on your needs, not commissions.

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 advanceโ€”never revenue-sharing with custodians, insurance providers, or plan administrators. Every recommendation is delivered in your best interest and reflects our fiduciary duty.

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