Executive wealth advisory
Your wealth deserves a specialist.
Sterling builds executive financial architecture across compensation, concentrated equity, trust design, and tax timing so high earners stop stitching strategy together across five disconnected advisors.
Direct line [email protected]
Current brief Tax, compensation, trusts, and liquidity mapped to one executive timeline.
Services
Comprehensive Wealth
Advisory for Leaders
01 
Executive Financial Architecture
Comprehensive wealth structures built around your compensation, equity, and long-term incentive plans. We integrate tax strategy, asset protection, and succession planning into a single cohesive framework that evolves with your career.
Learn more"The best financial architecture is invisible."
02 
Equity & Compensation Planning
Navigate concentrated stock positions, RSU vesting schedules, and deferred compensation with precision. Our team structures hedging strategies, 10b5-1 plans, and diversification programs that protect wealth while preserving upside potential.
Learn more 03 
Legacy & Succession Strategy
Multi-generational wealth transfer designed for families with complex holdings. Trust structures, family governance frameworks, and philanthropic vehicles that align your values with tax-efficient transfer across generations.
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Strategic Vision
Tailored Solutions
Global Perspective
Lasting Partnerships
Proven Results
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Team
Advisors Who Understand
the Executive Experience
Catherine Sterling
Founder & Managing Partner
Former Goldman Sachs managing director with 25 years advising Fortune 500 executives. CFA, CFP. Built Sterling & Associates around the belief that executive wealth deserves specialized attention.
David Harrington
Partner, Equity Strategy
Previously led executive compensation advisory at Deloitte. Specializes in concentrated stock positions, 10b5-1 planning, and pre-IPO liquidity strategies for founders and C-suite leaders.
Rebecca Thornton
Partner, Estate & Trust
Estate planning attorney with 18 years of experience in multi-generational wealth transfer. Designs trust structures and family governance frameworks for ultra-high-net-worth families.
Marcus Webb
Director, Tax Strategy
Former senior tax counsel at Skadden Arps. Deep expertise in executive compensation taxation, deferred compensation planning, and charitable giving strategies for high-income professionals.
Elena Vasquez
Senior Advisor, Philanthropy
Founded two charitable foundations before joining Sterling. Advises families on donor-advised funds, private foundations, and impact investing strategies that align wealth with purpose.
Jonathan Park
Director, Investment Strategy
Previously portfolio manager at Bridgewater Associates. Constructs custom investment portfolios for executives with complex liquidity needs and concentrated equity exposure.
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Get Started
Your Wealth Deserves
a Specialist
Schedule a confidential consultation to discuss your financial architecture. No obligations, no pressure. Just a conversation about what matters most to you.