Corporate Executives
Corporate executives may master their industries, but their finances can become complex, with assets like stock ownership and incentives. Lacking time to manage this, many turn to us for guidance. A large portion of our clients are corporate executives who rely on us to structure investments, maximize benefits, and plan for retirement. With a strong corporate background ourselves, our team provides financial strategies tailored to executives’ needs, ensuring they can focus on their careers while we handle their financial planning.
Investment Management
Corporate executives require tailored investment strategies due to their diverse income streams. Veracity Capital focuses on growing wealth responsibly, prioritizing alignment with individual goals rather than chasing high returns. We offer expertise in key areas like employee compensation, restricted share planning, stock option maximization, pension plans, and diversification. Our strategies address company stock concentration, deferred compensation, and private stock options, ensuring a comprehensive approach to managing executive wealth.
Tax Management
Corporate executives face unique tax challenges, and Veracity Capital helps them manage key areas like maximizing retirement contributions, Roth conversions, stock purchase plans, and charitable donations. We also assist with capital loss harvesting, deferred compensation, and exit strategies. Our team stays current on tax regulations, ensuring you don’t overpay and helping limit your tax burden, all while providing personalized tax management services tailored to executives’ complex financial needs.
Estate & Philanthropic Planning
Corporate executives aim to ensure their families are financially secure and their legacies preserved. Veracity Capital helps with estate planning, including wealth distribution, asset protection, life insurance, family governance, and international estate concerns. We also assist in creating charitable giving strategies, defining missions, establishing foundations, and setting tax-efficient, regulatory-compliant giving programs. Whether you want to establish corporate giving or pursue ESG goals, Veracity Capital provides tailored solutions for your estate and philanthropic planning needs.
Retirement Planning
Many corporate executives aim for early retirement, whether to focus on passion projects or enjoy a more relaxed lifestyle. Veracity Capital works with clients to align their resources with retirement plans tailored to individual goals. Our advisors help establish long-term objectives for retirement savings and develop sustainable, multi-year strategies to support independence. This approach is designed to provide flexibility and focus on what matters most, even as income transitions during retirement.
Let’s take this journey together.
Our goal is to help guide you toward a successful, secure, and confident financial future.