Pharma + Biotech

We know pharma. For more than 25 years we've worked with executives in the pharmaceutical and biotech industries and understand what's unique about them. The industry is under tremendous pressure and executives turn to us for help both with their financial affairs as well as their professional affairs. We know firsthand the challenges pharmaceutical executives face. Here's how we've helped some of our clients:

• Advised a client in negotiating a compensation package offered by a competing pharmaceutical company. Result: a six-figure sign-on bonus.
• Hedged an oversized position in a client's company's stock, protecting her from severe personal and financial consequences. Result: the stock did tumble, but the client is happily retired today because our strategies worked.
• Identified a problem with a client's deferred compensation plan that would have triggered early taxation. Result: successfully maintained tax-deferred growth on those funds.
• Helped a client make a career choice while simultaneously addressing his concerns about achieving financial independence. Result: we enabled him to live out a lifelong dream to become an artist.

Download a copy of “The Continuing Evolution of the Pharmaceutical Industry: Career Challenges and Opportunities,” a white paper prepared by our Pharmaceutical Executive Services Group.

To learn more, contact Group Leader Michael Steiner, CFP®, CPA, Wealth Manager, (973) 425-8420, Ext. 214 or email at msteiner@regentatlantic.com.