SANKATY

We work with Sankaty for the peace of mind, feeling good about where we are and where we are going. We trust that long-term planning is buttoned up, and the team is readily available to give practical feedback on how taxation of equity plans work, providing space to talk through property purchases, financing discussion, etc... The Sankaty Team understands their client's world, their industry, how their compensation works, the lingo and how to structure plans around their variable comp. They put our goals first and do a good job of humanizing money and making implementation simple... We decided to partner with Sankaty because of the personal touch that they provide, the relationship that we have built and the intentionality that they bring in fostering our relationship. They are able to challenge our thinking without pushing us past our comfort zone and they help coach us through financial decisions in a way that is well-received.

Primary location: Braintree United States