Making good wealth management decisions with the assets you’ve worked so hard to achieve.

C-suite and senior-level executives have unique wealth management challenges as a result of corporate compensation structures, especially the accumulation of financial assets invested in various forms of company stock. We help our executive clients by advising on the compensation negotiation, identifying ways to help protect personal and professional assets due to an oversized position, and taxation issues triggered by equity-based and deferred compensation.

C-suite community.

We understand the value of exchanging ideas and sharing perspectives among your peers. After all, many challenges C-suite executives share are not limited to wealth management or financial concerns at all. Michael Steiner created this platform for you with intimate roundtable dinners focused on a specific discussion topic, such as the responsibilities of public board positions, selecting your successor and implementing change in an organizational culture.