As a member of the Corporate Benefits Advisory Services division, I work with individuals, many of whom are C-suite executives and serial entrepreneurs. We look to make their lives easier through a holistic approach to wealth management, spending significant time with clients and the people they care deeply about, helping them foster behaviors and attitudes toward wealth that generate positive long-term outcomes.Approach:     • Wealth enhancement: Understanding the risks and measuring the probability of reaching a persons objectives     are key components to our approach. We are oriented toward outcomes that clients want to achieve and work     proactively to mitigate the obstacles that can stand in the way. We do not look to forecast markets.     Rather, we plan.     • Wealth transfer: We help find efficient ways to pass assets to succeeding generations.     • Wealth preservation: We help counsel to make prudent decisions about potential creditors, litigants,     children's spouses, and ex-spouses.      • Charitable gifting: We facilitate in efforts to maximize the impact and efficacy of their     philanthropic undertakings.Lifestyle & Cash Flow Analysis:     • Liability management: residential lending, specialized asset lending and business lending through                    Bank of America, N.A.     • Stock option analysis, hedging and monetization of concentrated equity positions     • Restricted and concentrated stock strategies                • Pre-IPO Planning                • 10b5-1 TradingPersonalized Financial Strategies:     • Family wealth growth, preservation and transfer strategies     • Trust and estate planning services     • Life insurance     • Philanthropic strategy and management (Charitable giving strategies)     • Business succession, merger, acquisition and capital funding advisory for businesses