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As a corporate executive, you devote your time and energy toward the success of your company, your shareholders and your employees. While you’re ready to plan and strategize to sustain the wealth you’ve worked so hard to earn, time is limited, and the issues are complex. Key Private Bank has the expertise you need to help plan and strategize for your future – turning your personal financial goals into reality.

Understanding your needs

Your key role at your organization, and the long working hours that go with it, may leave you little time to focus and strategize on your own future. It may be the increased responsibility and resulting compensation you’ve recently received. Perhaps it’s a personal life change that’s happened. Or maybe, it’s a recognition that compensation structures and tax laws have become increasingly complex and you need expert advice. Whatever the reason, your business intuition tells you that now is the time to actively manage your personal finances in addition to your business concerns.

Developing your plan

These questions can help you start to think through what you need to build a solid financial plan.

  1. How soon do you plan to retire and what are your goals?
  2. How much wealth do you want/need to retire?
  3. How do you maximize value from deferred and equity-based compensation?
  4. How do you mitigate risks from concentrated employer stock positions?
  5. Do you understand your compensation structure? Salary, bonus and equity based compensation.
  6. Are you maximizing your available Executive benefits?
  7. Do you understand your various long-term incentives? Vesting, elections, timing and taxation?
  8. Do you understand the risks of participating in any nonqualified deferred compensation plans?
  9. Have you taken advantage of ways to increase your retirement benefits?

Working together for a solid financial future

Key Private Bank works with you to help make your money work for you. Our services and solutions address a range of compensation structures and an array of planning needs to help you plan and strategize for your future. We’re committed to helping you bring your retirement – and your family’s financial well-being – much closer into view.

Access Our Expertise and Insights

Browse our resources and articles below to learn more about the latest trends that could impact your
wealth management as a corporate executive.

Tax Planning

Six Smart Strategies to Defer Taxes (and Boost Retirement Savings)

Looking to trim your tax bill? Contributing the maximum amount to your 401(k) can help lessen your taxable income.

April 2018
Our Insights

Our Insights

March 2018
Investment Strategy

Selling and Hedging Strategies for Concentrated Stock Positions

A concentrated stock position is defined as any single holding that makes up 30% or more of an individual’s overall investments.

April 2018

Investment products are: