Our Corporate & Executive Services team supports entrepreneurs and executives as they navigate equity compensation, employer stock holdings, concentrated positions, and unique liquidity needs.
Our Capabilities: Corporate & Executive Services
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Questions to Consider
Do you have a concentrated stock position or positions?
Are you looking to monetize your stock?
Do you need a Rule 144 or 10b5-1 trading plan?
If you are an entrepreneur or executive looking to make an informed decision about your equity compensation, employer stock holdings, concentrated positions, or unique liquidity needs, we have the resources, experience, and expertise to help.
We lead with custom strategies which include:
Monetization Strategies
- Sales of control and restricted stock
- Rule 10b5-1 trading plans
- Stock option exercise financing
- Block trades and open markets
Diversification Strategies
- Options Overlay Strategies
- Zero Premium Collars
- Exchange Funds
Additional services range from corporate executive education such as equity and option analysis, deferred compensation review, and assistance in reviewing employment and retirement agreements to corporate share repurchases and corporate cash management.
We are able to integrate these solutions into your larger wealth management plan, bringing the vast resources of William Blair to you.
Resources
Corporate & Executive Services Brochure
We offer a comprehensive suite of services to corporate and institutional investors.
Download PDFSingle Stock Risk Management
Concentrated equity positions occur when a significant portion of an investor’s wealth is tied to the stock of a single company.
Download PDF10b5-1 Plans
Company stock often represents a significant portion of the wealth owned by corporate executives and their families, creating the need for a sound diversification strategy.
Download PDFContact Us
Please contact your William Blair wealth advisor or Don Yeomans at William Blair for more information.