Corporate Executive Planning


It’s not unusual for successful business owners and corporate executives to hold control equity positions or accumulate large positions in their company’s stock or stock options.

While these can certainly be very lucrative, concentrated equity positions often increase portfolio risk and are difficult to liquidate without financial and sometimes legal advice.

Insight Advisors offers diversification strategies that allow executives to opportunistically reallocate their assets while minimizing changes in portfolio value and potential market disruption. Our team of experts is available to consult on your various other corporate financial needs, including IPOs and dividend distributions.