EXECUTIVES

It’s not easy being the boss. Constant travel, endless meetings, and very long hours make it difficult to enjoy family and friends. We understand your frustrations and how valuable your time has become. We will do everything we can to lift the burden of personal finance off your shoulders and create time for you to go be you.

 

Real Answers to Tough Questions.

As you well know, time is a challenge for executives. It’s a balancing act every day, and difficult to find the time to consider your own finances and personal commitments. The pressure can really impact your productivity and success on the job. While some corporations provide personal financial planning and investing, it is by no means independent. Your net worth may be tied up in company stock and retirement plans. The result – you can end up dangerously overconcentrated, with both your income and your savings riding on one company.

 

Independence.

It’s what this country was founded on. It’s also what this company was founded on. Sapiat is an independent Registered Investment Advisor. We are not beholden to a parent company, so we have the freedom to select financial services and products specific to you. We are free to tap into some of the most brilliant financial minds in the world. You worked hard to get where you are, now we can help you build on what you have so you can spend more time working and less time stressed about your finances.

 

We offer corporate executives the following specialized services:

 

Financial Planning

  • Cash Management
  • Charitable Giving
  • Concentrated Equity Analysis & Management
  • Debt Management
  • Education Planning
  • Estate Planning
  • Financial Statements
  • Insurance Analysis & Planning
  • Investment Planning
  • Investment Policy Statement
  • Monte Carlo Simulation
  • Net Unrealized Appreciation (NUA)
  • Retirement Income Management
  • Retirement Planning
  • Stock Option Analysis & Management
  • Sudden Wealth (Inheritance, Insurance Settlement, Legal Settlement, Lottery Winnings)

 

Asset Management

  • Personal Accounts
    • 529
    • Conservator
    • Guardian
    • Individual
    • Joint (Tenants In The Entirety, With Right of Survivorship, Tenants In Common)
    • Roth IRA
    • Traditional IRA
    • UTMA
  • Trust Accounts

 

Insurance Management*

  • Disability Insurance
  • Life Insurance
  • Long-Term Care Insurance

 

Trust Services*

  • Trustee Services
  • Executor Services
  • Personal Bookkeeper Services

*Sapiat Asset Management is not a licensed insurance agency and its employees are not licensed insurance agents. Sapiat Asset Management can advise on & design an insurance plan, advise on & design specific policies, and undertake ongoing policy oversight. You may be referred to a licensed insurance agent for underwriting & policy issuance. Neither Sapiat Asset Management nor its employees accept appointments as trustee, executor, or other similar roles. Such services may be referred to properly licensed third parties. Sapiat Asset Management can advise on & design an estate plan, including trusts, and assume an unappointed, informal role as trust protector.