A senior executive living in Singapore, with significant stock options and equity compensation from his company, sought our help in managing his complex financial situation. His primary concerns were optimizing his tax obligations and developing a long-term investment strategy that aligned with his career and retirement goals.
We started by conducting a thorough review of his equity compensation package, identifying opportunities to minimize taxes through strategic timing of stock option exercises and the use of tax-advantaged accounts. Additionally, we designed a diversified investment portfolio that complemented his company’s stock holdings, reducing overall portfolio risk while targeting growth.
Understanding the importance of estate planning for high-net-worth individuals, we worked with him to establish a trust that would protect his assets and provide for his family in the future. We also coordinated with legal and tax advisors to ensure that all aspects of his financial plan were aligned with Singaporean regulations and his long-term objectives. Our holistic approach allowed him to focus on his career while knowing that his wealth was being expertly managed.