Our dedicated advisors deliver full-service wealth planning, coordination, and implementation assistance to help busy leaders optimize their time and effectiveness.

Executive Wealth

Learn more about how we cultivate and harness world-class intellectual capital and expertise to solve our clients’ most complex challenges.

What We Do

We harness every resource, insight, relationship, and competitive advantage to drive superior results for our clients.

Serving Clients

Analysis and perspectives on the global economy and markets, from across Goldman Sachs

Insights

Our award-winning podcast features Goldman Sachs leaders on the key issues shaping the global economy.

Goldman Sachs Exchanges

We aspire to be the world’s most exceptional financial institution.

Our Firm

We help entrepreneurs create jobs and economic opportunity through rigorous business education programs, access to capital, and networking.

10,000 Small Businesses

There are many chapters in a career. There is only one Goldman Sachs.

Careers

<a href="/careers/students/programs-and-internships">Applications are now open for the Goldman Sachs 2026 Americas Summer Internship Program.</a>

2026 Americas Summer Internship Program

Our dedicated advisors deliver full-service wealth planning, coordination, and implementation assistance to help busy leaders optimize their financial planning opportunities, time, and effectiveness.¹

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

"Our dedicated advisors deliver full-service wealth planning, coordination, and implementation assistance to help busy leaders optimize their financial planning opportunities, time, and effectiveness.¹"

"FDIC-Insured - Backed by the full faith and credit of the U.S. Government"

"Executive Wealth"

Each executive will be paired with an advisor who acts as their "personal CFO" — helping to build wealth, manage risk, save time, and optimize the unique opportunities that come with their role.

"Each executive will be paired with an advisor who acts as their \"personal CFO\" — helping to build wealth, manage risk, save time, and optimize the unique opportunities that come with their role."

"Integrated Financial Planning For Your Executives"

Integrated Financial Planning For Your Executives

Concierge-like Service Refined Over 50 Years

"Concierge-like Service Refined Over 50 Years"

Through in-depth planning, implementation, and coordination across financial disciplines, we help optimize time and effectiveness  for busy executives.¹

The "Personal CFO" 

We become completely immersed in the plan details in place — not only the technical aspects, but how you speak about your benefits culturally.

Extension of Your HR Team

Complex financial lives may bring more risk. Our wealth advisors can proactively manage and help mitigate exposure to risk for your executives and your company.

Proactive Risk Management

"Head of Executive Wealth"

Head of Executive Wealth

Integrated Financial Planning

"Integrated Financial Planning"

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<ul>
<li>Incorporate benefits and compensation into overall financial plan to help optimize elections&nbsp;</li>
<li>Provide guidance on equity plans (option strategies, RSU vesting, single-stock risk management, and ownership requirements)&nbsp;</li>
<li>Coordinate beneficiary designations with estate plan</li>
</ul>

Benefits and Compensation Planning 

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<ul>
<li>Integrate company benefits with personal portfolio strategy&nbsp;</li>
<li>Review asset allocation, risk tolerance, and re-balancing and report on investment performance&nbsp;</li>
<li>Deliver guidance and help execute on investment opportunities across all major asset classes through internal strategies (including proprietary alternative investments3), vetted external managers, and multiple custodians</li>
</ul>

Investments²

<ul>
<li>Identify risk areas and create a plan to effectively manage financial risk&nbsp;</li>
<li>Review policies (life, P&amp;C, excess liability, disability, long-term care, etc.)&nbsp;</li>
<li>Help implement sophisticated solutions to mitigate risks </li>
</ul>

Insurance

<ul>
<li>Forecast taxes, incorporating compensation, income, deductions, and legislative changes</li>
<li>Review tax strategies, such as charitable giving and timing of deductions&nbsp;</li>
<li>Optional preparation of personal income and ancillary tax returns to provide a seamless experience from tax planning to preparation of annual tax filings</li>
</ul>

Tax Planning and Preparation

<ul>
<li>Assist with designing, implementing, and monitoring an estate plan&nbsp;</li>
<li>Recommend and provide access to tax-effective wealth transfer strategies (e.g., GRAT) and trust advisory services&nbsp;</li>
<li>Coordinate asset ownership and beneficiaries and assist with ancillary documents (e.g., planning, healthcare proxies, living wills, powers of attorney)</li>
</ul>

Estate Planning 

<ul>
<li>Forecast liquidity needs and deliver long-term wealth accumulation strategies&nbsp;</li>
<li>Maintain current net-worth statements&nbsp;</li>
<li>Introduce lenders for mortgages and other types of loans, including private stock considerations (as appropriate)</li>
</ul>

Cash-Flow Strategy 

<ul>
<li>Forecast spending and asset sufficiency through retirement&nbsp;</li>
<li>Review withholding, 401(k) contributions, and other elections such as use of HSA as a long-term savings vehicle&nbsp;</li>
<li>Create long-term cash-flow models to understand implications in retirement of current financial decisions</li>
</ul>

Retirement 

"Insights from Goldman Sachs"

Insights from Goldman Sachs

Our Corporate-Sponsored Workplace Solutions

"Our Corporate-Sponsored Workplace Solutions"

Dedicated advisors deliver full-service coordination and implementation assistance to help busy leaders build wealth, manage risk, and optimize their unique financial opportunities.¹

"Dedicated advisors deliver full-service coordination and implementation assistance to help busy leaders build wealth, manage risk, and optimize their unique financial opportunities.¹"

A corporate program offering a dedicated advisor to help employees navigate increasing financial complexity.

Personal Planning

Solutions to help employees confidently manage their finances — including access to trained coaches, a modernized digital platform, and group education.

Financial Wellness

Support for employees and their families following the loss of a loved one.

SurvivorSupport®

"1. Please note that clients determine if / how financial planning guidance should be implemented. Any implementation of financial plans through Goldman Sachs Ayco or an affiliate is done so by entering into separate agreements.\r\n2. Investment management services come at an additional cost.\r\n3. Alternative investments may involve a substantial degree of risk, including the risk of total loss of an investor’s capital and the use of leverage, and therefore may not be appropriate for all investors.\r\n"

1. Please note that clients determine if / how financial planning guidance should be implemented. Any implementation of financial plans through Goldman Sachs Ayco or an affiliate is done so by entering into separate agreements.
2. Investment management services come at an additional cost.
3. Alternative investments may involve a substantial degree of risk, including the risk of total loss of an investor’s capital and the use of leverage, and therefore may not be appropriate for all investors.

Accessibility Notice:&nbsp;A&nbsp;<a href="/transcript-requests">transcript is available&nbsp;</a>for any video on this page.

Start a conversation about how Goldman Sachs Ayco can help your employees maximize the value of their benefits and compensation through personalized guidance around their unique financial needs.

"Start a conversation about how Goldman Sachs Ayco can help your employees maximize the value of their benefits and compensation through personalized guidance around their unique financial needs."