Executive Services Overview

Kaufman Bros., L.P. has developed a uniquely personalized and dedicated platform in providing executive services for corporations and individuals. Kaufman Bros. adds value to client relationships by offering a broad range of financial solutions that function within the context of a company's specific culture. These solutions add dimension to corporate objectives and advance senior management's visions for the future. Kaufman Bros. exhaustively seeks out new ways to provide its clients with critical advantages and flexibility in advancing their business and personal financial goals.

Kaufman Bros.' executive services include:

  • Rule 144 transactions
  • Rule 10b5-1 trading plans
  • equity risk management - hedging strategies
  • employee stock option financing
  • corporate share repurchase plans (Rule 10b-18)
  • corporate cash management
  • financial planning
  • estate planning / wills / trusts
  • insurance
  • 401K plans

 

Contact Information

If you would like to learn more about Kaufman Bros.' personalized approached to executive services and how we can add value to your company's return on investment, please contact one of the following individuals:

Jeffrey  Kaufman
Senior Managing Director, Capital Markets
Kaufman Bros., L.P.
voice: 212.292.8139
e-mail: jkaufman@kbro.com		  








KBRO.COM       Copyright © 1998-2007 Kaufman Bros., L.P.
Kaufman Bros., L.P. is a member of FINRA www.FINRA.org and SIPC