Executive Services
Catey provides advisory and financial management to corporate executives who work for US firms but are based in Europe and have large share positions or stock option plans.
Know-how on Stock option plans
We have analysed the stock option plans of companies participating in the Dow Jones, S&P 500 and Nasdaq.
This gives us an unrivaled knowledge of US stock option plans. One of the services we offer our clients is to assist them in their periodic wealth creation, from grant to vesting to excercise and investing the proceeds.
We have set up clear procedures in the execution of granted stock options, where we maintain good relationship with the legal counsel as well HR representatives of the company.
This means that we can advise our clients to execute their grants in such a way giving them optimal benefits often built into their corporate plans.
Want to know more?
If you are an executive and would like to know more about our services or have specific questions, follow the link below to get the contact details.
Risk Management
Most of our executive clients have the following wealth characteristics at the start of the relationship, they are invested in:
- One derivative
- One company
- One market
- One currency
- Multiple tax exposures
Every decision we make aims to reduce all of these exposures.
