Businesses & Corporations

A range of customized solutions for business leaders

A partnership led by you

Business leadership teams have many responsibilities to balance. From investment strategies to creating a compelling benefits package for executive and employee retention, we can help C-suite teams, CFOs and HR teams manage some of their most strategic assets.

Our Services At a Glance

Tailored support for businesses

We partner with our business and commercial banks to offer customized solutions for your leadership teams and business banking products to help you grow and expand your vision.

  • Institutional asset management
  • Retirement plan services
  • Succession and transition planning for closely held businesses
  • Access to personal wealth planning and services for executive teams

C-suite Teams
Guidance at every level

We're here to help your leadership teams navigate the complex needs of your business with a variety of solutions, including fiduciary support and retirement plan services.

Manage and minimize fiduciary liability

We'll help you understand your fiduciary liability and prioritize strategies that minimize risk and maximize your competitive advantage.

Implement unique retirement plan solutions

We'll help you set an overall strategy aligned with your vision, evaluate against industry benchmarks and revisit your plans quarterly.

Recruit and retain top-tier talent

We're here to help you turn your benefits package—from the retirement plan to banking solutions—into a competitive advantage.

Chief Financial Officers
Specialized solutions for CFOs

As a financial executive, you have unique responsibilities that require careful attention and planning. Our team can provide an experienced, unbiased perspective on your corporate asset management, capital growth, income generation and liquidity strategies, as well as provide access to customized credit facilities.

  • Relationship-based consultation and policy statement development to support corporate investment objectives
  • Periodic reviews of investment performance to ensure the company's goals are on track
  • Asset management solutions in equity, fixed-income and blended disciplines to help put capital to work in a tax-efficient manner
Human Resources

Holistic support for HR teams

With us, HR teams have an experienced advocate in their corner, dedicated to ensuring your company is utilizing organizational benefits to their fullest extent.

  • We'll advocate with retirement plan providers, record keepers and third-party administrators
  • We offer banking services as an employee benefit
  • We can educate and engage stakeholders about your plan structure, investments and benefits

Businesses and Corporations Insights
A few insights for your financial plan

INTEL

Stock Redemption Agreements No Longer Reduce Tax Liabilities

A 2024 Supreme Court ruling means death benefit proceeds from company-owned shareholder insurance increase taxable estate value.
The June 2024 Supreme Court decision in Connelly v. Internal Revenue Service held that a corporation's stock redemption agreement doesn't offset the value of life insurance policy proceeds applied to fund the redemption.
INTEL

Major Update to Small Business Law

The Corporate Transparency Act went into effect on January 1, 2024, and impacts millions of small businesses in the US. Here's what you need to know.
The companies impacted by the CTA are mainly the millions of US-based small businesses with 20 or fewer employees and less than $5 million in revenue.
Business Owner Interest

Tips for Personal Financial Planning Before an IPO

Consider these important questions about the benefits of pre-IPO planning and its impact on your personal financial goals.
If you're within 12 months of a possible initial public offering, or IPO, it's important to take steps towards attaining the best outcome for building your personal wealth.

Ann Lucchesi

Senior Director

Read More Insights

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