At FAS, we have a long history of supporting senior leaders like you in making well-informed decisions that optimize your compensation. Our approach centers around five fundamental elements essential to any executive compensation planning strategy: 

Manage Concentrated Company Exposure

With a significant portion of your compensation tied to equity or long-term performance awards, diversification becomes critical. We help you balance confidence in the company with portfolio diversification for long-term financial security.

Optimize Multilayered Compensation

We help you navigate the complexities of multilayered compensation, including deferred compensation, options, and restricted stock and consider how your overall financial strategy aligns with holding requirements.

Tax-smart planning

Our team assists in evaluating tax-efficient strategies, taking into account your cash flow needs when deciding how deferred income should be managed.

Liquidity risk and management

Addressing liquidity risk is paramount in executive financial planning. FAS conducts a detailed personal balance sheet analysis and implements effective liquidity management strategies to meet your financial needs.

Retirement Planning

As a CEO or corporate executive in your peak earning years, strategic attention to your retirement plan is essential to minimize risk and maximize benefits, securing a financially successful future. As retirement approaches, our assistance ensures a seamless transition, preserving your lifestyle through tax-smart distribution strategies. With personalized guidance, you can confidently embrace retirement, trusting that your financial legacy is well-managed by capable hands.

Executives have sophisticated financial goals and unique challenges that demand customized strategies. Our dedicated team is here to guide you through every aspect of your executive compensation planning, ensuring that you have the insights and strategies needed to achieve your financial objectives.