Corporate Executive Services

Our Corporate Executive Services (CES) practice provides executives with a comprehensive planning service that addresses all of the relevant components of their financial lives.  It allows the executive to focus on their corporate responsibilities, and their families, while we provide services and counsel to guide them through the myriad of financial and lifestyle decisions that they face.  Our CES services are based on a set quarterly retainer fee.

We help executives optimize company compensation and benefits plans, and coordinate them with overall long-term strategies consistent with the executive's personal goals and objectives.  Our approach includes the use of our suite of custom analytics and illustrations we call the Personal Financial Profile™ which enables us to develop and assess each client's goals and prescribe the implementation process to achieve their own personal objectives.  Our advisors provide services such as:

  • Retirement planning
  • Equity Compensation Planning: Stock option, Restricted stock and other equity based plans -  planning and strategies
  • Budget and cash-flow management
  • Investment planning
  • Ongoing investment management services (separate service)
  • Income tax planning and preparation (separate service for tax prep)
  • Estate and gift tax planning
  • Charitable giving strategies - Charitable Trusts, Donor Advised Funds & Private Foundations
  • Structuring Rule 10b5-1 Stock Trading Plans
  • Compensation and benefits planning, including deferred compensation strategies
  • 83b Election Planning - equity plans and private company equity
  • Tax and Financial aspects of employment and separation agreements
  • M&A Impact Analysis and Planning
  • Pre- & Post- IPO Planning
  • Planning for foreign executives working in the US
  • Family office and private bookkeeping services
  • Insurance planning and risk management

We have particular expertise working with executives from industries ranging from but not limited to Media & Entertainment, Pharmaceutical & Biotech, Real Estate, Investment Banking, Private Equity & Venture Capital and Healthcare.

Charter Advisory Group's Corporate Executive Services practice also provides group seminars for executives and employees regarding benefits plans, retirement planning, separation programs and investment planning.  We closely coordinate with the company's HR and benefits personnel to develop a customized program to best fit each company's needs.

Practice Leader:
Michael S. Maglio Sr.
908-325-1707 - Direct