Corporate Executives

You operate in a fast-paced, high-stakes environment. Your financial life shouldn’t slow you down.

Executives and professionals often face financial challenges that aren’t just about income, but financial complexity: equity awards, deferred compensation, concentrated stock, multistate taxes, and evolving goals.

And on top of all that, your time is especially limited.

At TEN Capital, we focus on turning that complexity into clarity. We’re here to organize the moving parts of your financial life so your decisions are easier, your strategy is cohesive, and your future feels aligned.

Focused Planning, Delivered Efficiently

Whether you’re planning for a transition, managing equity compensation, or considering what’s next after a long career, your priorities deserve more than generic advice. We’ll help you sort through your options and build a plan that reflects your career, your values, and the life you want to lead — on your terms.

Our process is responsive and strategic. You’ll have a lead advisor who understands the decisions you’re making and how they fit into the larger picture. Behind the scenes, a team of specialists works to keep your strategy moving forward, so you can stay focused where it matters most.

Our Services for Executives Often Include:

  • Full Financial Plan including goal setting, assets and estate/tax

  • Diversification planning for equity awards (RSUs, ISOs, NQSOs, ESPPs) 

  • Tax-aware portfolio design and implementation 

  • Integration of deferred comp and pension plans 

  • Liquidity planning and exit strategy preparation 

  • Insurance and risk management assessments 

  • Charitable and philanthropic giving frameworks 

  • Multi-generational family planning 

  • Coordination with your CPA and estate attorney

Comprehensive Planning That’s Built In, Not Bolted On

We’ve designed a planning process that helps you define and order the things you hold closest in life so the plan we create with you is tailored to your specific family and goals.

Legacy conversations shouldn’t be reserved for retirement. We begin with your long-term goals in mind from the start. Our proprietary process helps you define what matters to you — family priorities, charitable interests, business or real estate succession — and align your wealth plan accordingly.

We work in tandem with your legal and tax professionals to help ensure your documents stay current and your intentions stay clear.

You won’t be asked to do all the legwork. We can lead the coordination and keep the process on track.

Accessible Tools. Elevated Strategy.

Through TEN Capital, you’ll have access to public and private market investment strategies, cash management solutions, tax planning tools, estate planning tools, and risk management resources — all delivered through a personalized lens.

Our role is to filter what’s relevant, distill what’s complex, and bring you a financial strategy you can understand and trust.

You’ve spent years building your career. We’re here to help you translate that success into a strategic plan that protects your time, aligns with your goals, and supports your next chapter — whatever that looks like for you.

Ready to Get Started?

Our team is happy to sit down with you in a no-pressure environment to answer your pressing questions and learn how we may bring value to you today.

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