Klingman & Associates, LLC

Corporate executives

Corporate executives deal with complexity on a daily basis. My clients look to me to help them organize and manage their finances toward reaching the goals that we established together. Craig Laub

You are in a very rewarding, yet challenging, position when it comes to planning for your personal wealth. Through cash compensation and equity incentive programs, you can continue to create significant wealth for you and your family. However, developing specific strategies to navigate the complex governing rules/regulations and to preserve and protect this wealth requires experience, expertise and time.  

In our many years of working with corporate executives at some of the world’s largest firms, we have developed comprehensive expertise on a wide range of financial matters, including concentrated stock positions, equity-based compensation, regulatory requirements and forms filing, company trading policies and other corporate solutions. Knowing that the experts at Klingman & Associates are spending their time thinking about these issues means you do not have to.

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Investment advisory services offered through Klingman & Associates, LLC. Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy