Services Overview

Hudson Wealth Partners (HWP) has a robust Corporate Executive Services platform, understanding the intricate dynamics of executive compensation with a commitment to ensure every client maximizes their wealth potential. 

Appreciating that corporate executives face unique financial challenges and opportunities, our dedicated team has extensive and specific experience working closely with executive clients to develop comprehensive investment strategies that not only align with their individual financial goals, but also put an emphasis on strategic tax mitigation. By leveraging our expertise, corporate executives can successfully navigate the complexities of equity compensation.

Equity Compensation Management

Equity compensation is a fundamental component of many corporate compensation packages. HWP specializes in providing investment advice and strategies tailored specifically to equity compensation.

We understand that managing stock options, restricted stock units (RSUs), and other equity awards requires a unique approach. Our team of advisors and partners work closely with corporate executives to develop personalized investment plans that align with their equity compensation and overall financial objectives. Whether it’s creating a vested selling schedule with tax efficiency, optimizing the timing of stock option exercises, diversifying equity holdings, or managing concentration liability, HWP is a valuable and experienced partner.

Creating Synergy

Equity Compensation and Investment Management

HWP understands that a well-crafted investment portfolio should complement and enhance the benefits of executive compensation, creating a harmonious financial strategy.

By strategically aligning these two elements, we ensure that our clients not only preserve and grow their wealth but also effectively mitigate excess tax burdens. Our team leverages a deep understanding of financial markets and tax regulations to provide tailored investment advice that safeguards our clients’ financial well-being. With our guidance, corporate executives can navigate the challenges of their compensation packages while building a diversified and tax-efficient investment portfolio that supports their long-term financial goals. We understand that the pursuit of financial success goes hand-in-hand with the need for strategic tax mitigation, and that’s why we place a relentless emphasis on minimizing tax liabilities while optimizing investment portfolios.

CES solutions at HWP can help Executive clients:

  • Create a bespoke financial plan fit to their unique needs.
  • Manage estate planning and philanthropic goals to build lasting legacies.
  • Obtain access to alternative investments such as private equity, private credit, hedge funds and more.
  • Reduce concentration risk through exchange funds, direct indexing,10b5-1 trading plans, and more.
  • Maintain access to personal liquidity solutions to finance real estate, renovation, tuition, debt consolidation, quarterly tax payments, etc.
  • Maintain compliance within trading windows, blackout periods, insider trading policies.
  • Tax efficiently gift restricted or control stock.