Executive Advisory
Unlock the full potential of your compensation. From early career through retirement, we provide executives with comprehensive end-to-end support and strategic advice.
Make the most of your executive compensation
As your life and career become more complex, so does the advice you require. We help optimize your compensation, manage wealth and plan for long-term success.
Global insights and experience
Receive personalized advice and insights throughout your executive journey to help maximize the wealth you have worked hard to earn.
Tailored plans
We ensure your compensation isn’t just an income stream—it’s a foundation for building enduring wealth for your family and legacy.
Comprehensive tools
Evaluate key decision points for executives with unique compensation structures to ensure thoughtful planning optimized for your financial well-being.
How we help
Advise on stock options, defer compensation, establish a 10b5-1 plan, and other key considerations for company executives and insiders
Provide actionable insights on employment and compensation plans, trends and best practices
Review current equity ownership and entity structures to develop a plan based on your goals—whether it is diversification, retention or wealth transfer
Integrate your employment and compensation plan into your broader wealth strategy with our proprietary wealth planning tools and expertise
Exploring key questions
Executives across corporate America often build the majority of their wealth – and secure their financial futures – through company-sponsored compensation and benefit plans. We work closely with busy executives to help them understand the nuances of these plans and maximize their benefit in ways that align with their personal and family goals.
Ready for your financial plan to keep pace with your career? Contact a J.P. Morgan advisor today.
1 of 4
Managing Your Concentrated Wealth
Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
2 of 4
Optimizing Compensation
Understanding your awards and benefits is critical to making the most of your opportunities. We’re tapped into best practices and industry standards, and you can rely on our deep experience to help guide your decisions.
3 of 4
Stepping Away from Your Company
It’s never too early to start planning—whether that’s retiring, selling your business or transitioning leadership to the next generation. We can help you ask the right questions—and formulate the right answers.
4 of 4
From vesting to value: Managing your stock awards to grow your wealth
Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.
