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NF Wealth Management


Working for your Wealth

Executive Solutions

Executives and Corporate Officers

We leverage our experience across our organization and the markets to offer high-net -worth executives and corporate officers a sophisticated and comprehensive array of exclusive and specialized services including:

  • Corporate Trustee Services

  • Exercise of Employee Stock Options

  • Wealth Management and Liquidity Solutions

  • Corporate Executive Services

  • Transactions Involving Restricted and Control Stock

  • Loan Platforms including Cash Management and Margin

  • Business Retirement Solutions (see Retirement Solutions tab)

  • Brokerage Products and Services


Specific Offerings Include:

  • Premium nationwide trust Solutions to address wealth transfer to successor generations

  • Structured products such as zero-premium collars, variable prepaid forwards and customized option strategies

  • Risk protection, capital preservation, tax advantaged participation, leverage & diversification

  • Buy Sell arrangements and other strategies

  • Alternative Investments

  • Tax Shelters

  • Other


Please contact us to discuss your specific requirements.

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