The bar for successfully managing unusually complex financial and business transactions is, correspondingly, unusually high. It’s all in the strategy – a strategy that must be solidly built on true understanding and unrestricted customization. At JoycePayne Partners, those transactions cross the spectrum of business and ownership activities: from exercising employee stock options to diversifying concentrated stock positions; from financing primary homes in the United States to purchasing second homes outside the country; and from negotiating compensation and retirement packages to structuring recapitalizations and complete sales of companies.
It is also important to note that we work closely with our clients’ other strategic advisors – specifically investment and merchant bankers, legal counsel, tax and accounting professionals. As the Personal Chief Financial Officer, we sit next to our clients in deliberations and negotiations to ensure the outcome is optimally structured and is in sync with their goals and dreams.