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Clients
Senior Corporate Executives
Oracle Capital Strategies offers a variety of tax advantaged strategies for the management of your wealth.

We offer a complete approach to your financial situation while addressing your specific needs, such as diversification of a concentrated stock position or providing you with stock option alternatives.

We also help to manage your risk exposure as a corporate executive and assist you in preserving and transferring your wealth.
 
Diversification Strategies
  • Collars/Variable Forwards for Concentrated Positions
  • Charitable Trusts
  • Exchange Funds
 
Tax Planning
  • Stock Option Exercise Strategies
  • Discounted Gifting Techniques
 
 
Risk Management
  • Insurance/Annuities
  • Titling of Assets
  • Umbrella Policies
 
Retirement Planning
  • Deferred Compensation Plans
  • 401 (k) Rollovers
  • ESOPs
 
Business Owner Solutions
Your strategic needs may include planning for the sale of your business or mapping out your plan for business succession.

You may be interested in competitive retirement plan options for your employees or concerned about the ability to raise debt and equity capital for the ongoing needs of your business.

You may also be interested in exploring professional investment management for your business as well as your individual wealth.
 
  • Business Sale Planning
  • Business Succession
  • Key Man Life Insurance
 
  • Buy Sell Agreements
  • Executive Compensation
  • Qualified Employer-Sponsored Retirement Plans
 
Wealthy Individual/Family
Oracle Capital Strategies’ Personal Financial Planning Team provides customized strategic solutions to address your unique wealth management needs. We offer a complete approach to your financial situation yet are able to address your specific needs, such as wealth transfer, income tax reduction and philanthropic goals.
  • Investment Planning and Policy Statement
  • Discount Gift Planning
  • Capital Gain Reduction
  • Intergenerational Family Planning
  • Will & Trust Structuring
  • Charitable Planning
  • Life Insurance Planning
  • Long-term Care Planning
  • Education Planning
  • Retirement Planning
  • Trust Administration
  • Trust & Personal Tax Preparation
This information is not deemed to be tax or legal advice or to be used as guidance. Therefore, you should seek consult with a professional Legal or Tax Advisor who is familiar with all the applicable laws. Please note all information herein is subject to change at any time, without notice.
We have a network of third-party providers who are experts, in valuations, private equities, and merger & acquisitions.