Business Wealth Solutions

Your Business Advisor

Business owners and corporate executives often require a business advisor with comprehensive solutions. Tax-efficient conversion of assets such as concentrated stock, stock options or a majority business interest requires sophisticated strategies executed by experienced professionals. GC Asset Management can provide expert advice to manage your unique needs in the context of other important financial considerations such as retirement planning, succession planning, the sale of a business, taxes, corporate stock ownership and estate planning.

For Executives

As a corporate executive of a publicly traded company, you require a business advisor for special issues such as; highly concentrated equity positions, restricted shares, option exercises and trading restrictions limiting sales to specific time windows. GC Asset Managements extensive investment and tax planning skills, stock option planning services, and Rule 144 and 10b5-1 plan strategies are suited to your needs.

For Business Owners

Business owners, especially those anticipating retirement, requires a business advisor with a special set of capabilities to provide analysis of multiple complex options. As you were building your business, you trusted the input of good advisors. Now, facing important decisions for your future, GC Asset Management's experience can be just as valuable. We will work with you, your advisors, and a team of financial specialists to explore all your options from tax issues and succession planning strategies to mergers and acquisition support through our affiliates.

Customized Solutions

GC Asset Management can implement a customized combination of strategies to help you achieve your financial goals while managing your tax liabilities and meeting your liquidity needs. As you work toward your goals, with GC Asset Management as your business advisor you will receive insight and solutions across a wide spectrum of topics.

Ready To Get Started?

Call GC Asset Management today and see how we can take you to the next level.