EXECUTIVE SERVICES

At Draughn Partners our Executive Strategic Service capabilities were expanded in effort to resolve the needs of our corporate executive clients. Our comprehensive approach to financial understanding created an awareness of consistent issues facing today's executives. Through the use of strategies such as European collars, zero cost collars, exchange funds and pre-paid variable forwards, we are able to successfully address issues related to 144, 145, and S3 restrictions.

We work with each executive to identify special needs, explore solutions, enhance their understanding of company-sponsored plans and illustrate how best to coordinate these structures/strategies in achieving their overall financial goals. Additionally, we work in tandem with tax advisors to insure the maintenance of optimum strategies.

Our expertise includes:

Concentrated Equity Management

Hedging Strategies - Tax Efficient Diversification - Restricted/Insider Selling 10b5-1 Trading Programs - Stock Option Exercise

Customized Lending - Margin Strategies

Monetization /Variable Pre-Paid Forward Contracts

Tax Management Implementation (coordinated with your tax advisor)

Charitable Giving - Tax Loss Harvesting - Stock Option Planning