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Gabriel Fenton, Managing Partner at Coor Capital, co-authored, Employee Stock Options: A strategic planning guide for the 21st century. Find out the basics of employee stock options
Identify and understand what type of employee stock and options you have.
Determine when you should consider exercising your options.
Understand what strategies and actions you should employ for your options.
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What We Do
Coor Capital advises a select group of affluent families on financial matters ranging from the sale of their concentrated equity position, when to stop working for money, estate planning, philanthropy, investment allocation and the complexity of issues involved with multi-generational wealth.
Why We Do It
The name “Coor” comes from coordinated. Most national advisory firms don’t have a clear focus on coordinating your investment team. We feel that to have a multi-generational wealth plan, all financial aspects must be coordinated. Coor Capital will work as a team with key advisors including your attorney, tax professional, insurance agent and specific family members to present you with a coordinated consensus on an actionable plan.
Who We Work With
Many of our clients are between the ages of 40-60 years, well-educated and in top management positions, married and have children. They are concerned about how to preserve and manage their wealth, while focusing on improving and managing the prosperity of their firms. In summary, our clients want their retirement free from worries about daily market fluctuations. Their time is too valuable to be spent on frequent calls with stock brokers.
If this sounds like you and you are interested in learning more about how we help wealthy families please read on.
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