Executives & Business Owners

Comprehensive wealth planning, risk management, and investments tailored to your risk profile and goals.

How we can help

We help successful executives and business owners manage their complex financial lives.

Executives and business owners need experienced advisors who will focus on their best interests—without an agenda—to provide comprehensive wealth planning and investment management tailored to their risk profile and goals.

In addition, they often need help addressing the challenges of maximizing corporate benefits, planning stock option exercise, and managing single stock risk.

CAPTRUST Blueprint Pro

CAPTRUST guides many individuals and corporations through the complex process of accumulating and protecting their personal and retirement assets. With a multidisciplinary team of professionals, CAPTRUST has a unique capability to help you make well-informed wealth planning decisions. Our financial advisory services for key employees are designed to help them grow and protect their wealth.

This video highlights the financial complexity that key employees, executives, and highly compensated employees must navigate. CAPTRUST’s corporate clients have access to a unique company paid advice offering that is tailored to their employees’ specific needs. Contact your CAPTRUST financial advisor to learn more.

Account
Aggregation

Secure online portal to enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

Business Succession
Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.

Cash Flow
Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

Corporate Benefits
Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends and distributions

Education, Estate, and Legacy planning (Solid)

Education, Estate, &
Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.

Exit
Planning

Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.

Family Governance
Planning

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.

Family Philanthropic
Planning

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.

Insurance
Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

Performance
Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

Portfolio Construction &
Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

Retirement
Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

Risk
Management

Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.

Tax
Consulting

Tax compliance and consulting for individuals, trusts, estates, flow-through entities, and closely held entities.