Our Corporate & Executive Services group has extensive experience working with the senior management of midsize and emerging-growth companies to provide customized solutions at each stage of a company's development, as the financial needs of the firm and its executives grow in complexity.
For the corporate client, CESG provides a broad range of services:
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Corporate Cash Management |
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Facilitation of Corporate Stock Buybacks |
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Coordination of Restricted Stock Sales |
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Employee Stock Option Programs |
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Directed Share Programs |
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Restricted Stock Sales |
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Rule 10b5-1 Selling Plans |
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Concentrated Equity Solutions |
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Equity Derivatives |
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Asset Allocation & Portfolio Management |
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Coordination of Tax & Estate Planning |
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