Specifically designed to meet the unique needs of innovators and entrepreneurs, ClearPath helps secure,
preserve and grow the wealth of the tech pioneers. Our team serves as a resource in:
· Wealth Planning Checklists for the Entrepreneur.
· Understanding your Equity Compensation.
· Venture/PE Firms – Partners' Unique Opportunities.
· Plans for Owning Private Equity Positions.
· Effects of U.S. and Foreign Tax Law on your Estate Planning.
For more information, view our Executive Summary.
Our Client Access Portal serves as a one-stop global view of your entire financial picture—from accounts we manage to accounts held at other institutions.
View bank balances; outside retirement or investment accounts; and private equity and personal assets.Your portal also functions as a library to store financial plans and client reports giving you an on-demand snap shot of where you are and where you are heading at any time.