Stephens Professional Strategies Group offers a superior suite of Executive and Private Company financial services. Our dedicated team of experienced professionals can provide you with financial strategies designed to integrate your personal needs with your corporate financial concerns.
As a merchant bank and a private, family-owned company, Stephens brings in-depth knowledge and experience to helping private companies accomplish their goals. Stephens' team of expert financial consultants can assist you in developing strategies in vital areas of Private Company wealth management.
Financial Expertise - Responsive Service
With Stephens Professional Strategies Group, you can be confident that you will enjoy the highest quality of personal service and the rewards of expert wealth management strategies. Our areas of expertise include:
- Corporate Stock Buybacks
- Trading Expertise for Best Execution
- Regulatory Expertise through "Safe Harbor" of SEC Rule 10b-18
- Executive Services
Personal brokerage accounts
Privacy and Intimate personal services
Stock options, margin loads, Section 144 Stock
- Management and Ownership Succession
- Planning for Family Members with Disparate Interests
- Liquidity
- Income Tax and Estate Matters
- Wealth Management
Open communication, responsive service and Stephens' premier suite of financial products and services are available to you through the Stephens Professional Strategies Group. Contact your Stephens Financial Consultant for a private consultation.
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