You’ve Climbed the Ladder. Now Elevate the Plan.
You’ve built your career on smart decisions—now let’s apply that same focus to your wealth. At Boutique Family Office™, we help executives turn complex compensation and tax exposure into a clear strategy—so you can keep more, grow more, and move forward with confidence.
Contact UsYour Career was Strategic—Your Wealth Plan Should Be Too
Stock options, deferred comp, and complex tax rules aren’t one-size-fits-all. As a corporate executive, your financial life needs a strategy as precise and calculated as your career. That’s where our Strategic Wealth Alpha GPS™ comes in—bringing equity, tax, income, and investment decisions into one coordinated roadmap. Here’s how we help:
Maximize Your Stock Option Strategy
- From RSUs and ISOs to NQSOs and ESPPs, we help you turn equity into tax-smart, diversified wealth.
- Plan optimal timing to avoid AMT traps and minimize taxes.
- Build exit strategies around vesting, liquidity events, and blackout windows.
- Free yourself from concentrated risk—and turn equity into long-term wealth.
Make Deferred Comp Work for You
- Don’t let your deferred comp plan create tax landmines.
- Align payout schedules with tax brackets and cash flow goals.
- Coordinate with 401(k) withdrawals, Roth conversions, and Social Security.
- Stay flexible now, while setting up smarter outcomes later.
Level Up Your 401(k) & Roth Strategy
- A loaded 401(k) without a strategy is just a liability in disguise.
- Maximize traditional, Roth, and after-tax contributions.
- Use Mega Backdoor Roths and in-plan conversions smartly.
- Design multi-decade withdrawal plans to lower lifetime taxes.
Get Your Retirement SWAG On!
- Cut Taxes, Keep More: Coordinate income and withdrawals to reduce your lifetime tax bill.
- Invest with Purpose: Access smarter public and private strategies tailored to your goals.
- Smooth the Transition: Turn your paycheck into a reliable retirement income plan.
- Protect What Matters: Shield your assets and your legacy with clear estate planning.
- Stay Ahead: Get proactive reviews and timely adjustments to stay on track.
- No Sales Pitch, Just Strategy: Fiduciary advice—no products, no pressure, just results.
- my.bfocfo.com: Securely track every asset, coordinate with your team, and control your entire SWAG plan from one powerful hub.
You Earned It with Strategy—Now Let’s Protect It with One
You’ve made smart moves to get where you are. Now it’s time for a wealth strategy that’s just as calculated—built to help you keep more, grow more, and exit on your terms.