Mergers & Acquisitions

In today’s business world there are constant mergers and acquisitions of companies, both new and established. When that happens, stock option and other compensation plans vest and cash out and literally overnight, executives can become multi-millionaires.

The Darrow Company understands the challenges that the sudden acquisition of wealth can engender. We have the experience to help you sort through the alternatives and create a comprehensive, strategic wealth management program factoring in all the necessary tools to address your personal objectives today and in the future. Our program, The DarrowCFO™ Advantage takes a strategic view in creating a comprehensive wealth management solution.

We can help you create estate and trust documents that integrate all these factors into a logical plan, minimizing the current and anticipated tax liabilities as well as building an estate and investment plan that is right for you and your family.

High net worth clients understand that the more they have, the more is at risk. As a result, the complexities of managing your assets demand versatility, skill and experience. We work with you to help you navigate through the myriad of choices to find the total solution that is right for you. Contact Us and we will arrange for The Right Fit™ to see if our solution fits your needs.