Corporate & Executive Wealth Solutions

Where Corporate Success Meets Personal Wealth

Business owners and senior executives face wealth management challenges that are fundamentally different from those of other high-net-worth individuals. Their personal wealth is often deeply intertwined with their business interests — through equity holdings, deferred compensation, executive incentive plans, and the proceeds of business sales. Managing this complexity requires specialist expertise that bridges the corporate and personal wealth domains.

Equity Incentive Plan Management

Senior executives at listed companies often hold significant wealth in the form of equity incentive plan awards — options, performance rights, restricted stock units, and other equity-based compensation. We provide specialist advice on the management of these awards, including exercise timing, diversification strategies, tax-efficient vesting management, and the integration of equity awards into the broader personal wealth plan. This service is provided in coordination with your company's equity plan administrator and your tax advisors.

Business Sale Proceeds Management

The sale of a business is often the most significant financial event in a business owner's life. The proceeds of a business sale — potentially representing decades of accumulated value — must be invested wisely to generate sustainable income and preserve capital for the long term. We provide specialist advice on the investment of business sale proceeds, including the transition from concentrated business equity to a diversified investment portfolio, tax planning around the sale, and the integration of sale proceeds into a comprehensive retirement and estate plan.

Executive Remuneration Planning

Senior executives often have complex remuneration structures that include base salary, short-term incentives, long-term incentives, superannuation, and other benefits. We provide advice on the optimal structuring of executive remuneration from a personal wealth perspective, working in coordination with your employer's remuneration team and your tax advisors.

Corporate Treasury Solutions

For business owners who hold surplus cash or liquid assets within their corporate structures, we provide corporate treasury management services — developing and implementing investment strategies for corporate cash reserves that balance return, liquidity, and risk within the constraints of the corporate structure and applicable tax laws.

Concentrated Position Management

Many business owners and executives hold highly concentrated positions in a single stock or business. Managing the transition from a concentrated position to a diversified portfolio — while managing CGT, market impact, and ongoing income needs — requires careful planning and execution. We develop and implement tailored strategies for managing concentrated positions over time.