Company EngagementsEnsuring senior talent focuses on the success of the organisation..... Company engagements are individual engagements underwritten by a senior executive's employer or other sponsor. These comprehensive engagements are usually part of an overall executive compensation and benefits package.
Offering comprehensive financial planning services to key executives serves a business purpose. Organisations recognise the need to provide an array of compensation and benefits to attract, motivate and retain the highest quality talent.
Executive compensation and benefits programs are complex and difficult to master, and even more, to optimise. Tax and Securities laws add a further dimension of complexity. As most senior officers can often only devote limited attention to their personal financial matters, the result is frequently an under-utilisation and under-optimisation of their compensation, benefit and wealth accumulation plans.
Employers are eager to ensure that their most senior talent is focussed on the success of the organisation and not distracted by concerns about personal financial success. This is where we can add exceptional value to both the corporate, and its most crucial people.
There are many regulated IFA’s offering pension advice services for example. We are different in that we are in a position to co-ordinate high level tax advice with IFA and legal services. |
