Corporate Executives

We understand that as a corporate executive, you are an extremely busy person.  Your schedule is full and your travels are frequent.  While you are very diligent in looking after the affairs of your company, time constraints often dictate that looking after your own personal situation is pushed to the backburner.  In the extensive work we do with corporate executives, we find this problem is to be extremely concerning for them. At Kanaly, it is our job to alleviate this issue.

As we work with corporate executives, we find compensation to be an issue that is top of mind. As an executive, your compensation package is typically lucrative; however, it can also be very complicated.  You are generally compensated in the form of wages, short- and long-term incentive plans, non-qualified stock options, incentive stock options, restricted shares, performance units, stock appreciation rights, etc.  And, every year, compensation committees become more creative in the way their plans are designed.  Often, this creativity is the result of changing regulations.

Likewise, as an executive, you must make elections based on other aspects of corporate benefit packages. For example, should you participate in a non-qualified deferral plan?  How will an early retirement affect your pension calculation?  What choices can you make now that might lower your future tax liabilities?  What type of outside investment program will compliment how you are invested inside of your company plans?  Is an early buy-out package worth consideration?  And – the most frequent question we hear – how much do you need to retire?  Staying ahead of these questions and elaborate compensation packages while ensuring they are in your best interest is a difficult thing to do while making so many important decisions for your company.  These are the questions we are here to answer and guide you through.

Executive officers are talented at growing a business and creating shareholder wealth – otherwise, they wouldn’t have attained the positions that they hold.  At Kanaly, our role is to help you as an executive preserve and grow your wealth.  Through working with Kanaly, you can take comfort that your personal financial issues have been examined in an integrated, comprehensive fashion.  While you focus on the business of your company, we focus on you. 

Here are some of the specific areas we will focus on for you as a corporate executive:

• Equity Compensation
• Stock options
• Grants
• Restricted shares/performance units
• Deferral elections
• Concentrated positions
• Retirement planning
• Estate planning
• Tax strategies
• Benefits coordination
• Insurance Advising
• Executives changing controls
• Educational funding 

If these are things you are thinking about or concerns that you have, let’s talk.