Your Equity Is a Gift—Unless It’s a Liability.

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If you’re compensated with RSUs, stock options, or deferred bonuses, your wealth is tied to more than just a paycheck. Most executives face concentrated risk, deferred tax traps, and golden handcuffs—but rarely build a wealth strategy beyond their company benefits.​

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Use this short checklist to assess your exposure and take the first step toward a tax-efficient, future-proof financial plan.

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Not sure where you fit? Book a free 30 minute discovery call and we’ll help you assess the best starting point. 

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​​What we can help you solve:

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       ✅ Tax Optimization – Minimize your largest expense with proactive, not reactive, planning​

       ✅ Investment Oversight – Align your portfolio with your long-term vision, not just this quarter

       ✅ Legal & Regulatory Constraints – Navigate compliance hurdles unique to your profession

       ✅ Risk Management – Protect against malpractice, market volatility, and concentrated risk

       ✅ Legacy & Succession – Build generational wealth with confidence and clarity

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Our Services Include:​

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       ✅ Personal CFO Services

       ✅ Alternative & Tax-Advantaged Investments

       ✅ Retirement Planning & RMD Strategies

       ✅ Insurance & Asset Protection

       ✅  Private Banking & Credit Solutions

       ✅  Trust & Estate Planning

       ✅   Liquidity Planning for Business Interests

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​      Why IceBridge?​

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​       🔍 Boutique Expertise – Tailored advice, not cookie-cutter portfolios

      🛡️ Fiduciary Focus – We work for you. Always.

       🧠 Multidisciplinary Team – Tax, legal, investment, and insurance minds in sync

       🌎 Global Perspective – Especially relevant for expats, dual citizens, or globally mobile professionals

       📈 Proven Results – We help clients make smarter decisions with their wealth—at every life stage

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