Choosing the Best Solution for You
Are you facing a question, the answer to which is critical to your financial success?
Cornerstone can help.
Through years of attending to the needs of the affluent, we have developed a broad range of investment and financial capabilities. We would be pleased to work with you on a project basis to address the challenges of your unique situation. You will find that we have expertise in a number of areas. Some examples are listed below.
|• ||Hedging, monetization, or disposition of concentrated stock positions|
|• ||Strategic modeling to develop the optimal approach to achieve a particular financial goal|
|• ||Strategic investment portfolio planning|
|• ||Employee stock option planning|
|• ||Complex real estate transaction planning|
|• ||Tax planning to help evaluate the merits of a particular transaction|
|• ||Wealth transfer planning and coordination|
|• ||Charitable gift planning|
|• ||Risk management assessment and solutions development|
Depending on the project scope, we will negotiate a project-completion or an appropriate hourly fee.