Corporate Executive Services

As a corporate executive, you will likely encounter a number of unique and intricate challenges. At Highland Peak Wealth, we help you through the maze of regulatory issues and diversification strategies that are at the core part of your personal wealth.

By partnering with your tax advisors, attorneys, and other consultants, we design customized solutions tailored to your unique picture.

The Highland Peak team provides a wide range of advisory and execution services

Concentrated Equity Strategy

Hedging and Diversification

Cash Management and Lending Strategies

Stock Option Planning (Guidance and Execution)

Life Insurance and Annuities

Tax Planning

Liquidity Event and Estate Planning