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Executives

Executives

Executives

Lucas Capital Management specializes in providing sophisticated planning and investment services to business executives. The principals of Lucas Capital Management have been corporate executives and are uniquely suited to assist clients in similar positions.

We help our executive clients maximize company benefits and manage the financial challenges that impact them during their working years.

Some of the most frequent financial challenges faced by our executive clients include:

  • Managing concentrations of wealth in company stock
  • Strategies for managing stock options and stock grants
  • The financial impact of a job change, promotion or relocation
  • Balancing asset allocation, considering all financial assets and risks
  • Various types of liquidity issues
  • Tax-efficient management of long-term compensation
  • Retirement planning and negotiating exit packages

Our team of experts provides the advice and services our executive clients need to make the right decisions.