Choosing the Best Solution for You
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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.
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