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Institutional Advisory for Employers and Their People
Executive financial counseling, retirement plan advisory, and employee wellness programs — designed to improve outcomes for organizations and the individuals they employ.
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Workplace Solutions
Select a service category to explore the disciplines within it. Each area represents a distinct advisory practice — click to preview individual services, then visit the full page for a deeper look.
Better Outcomes for Organizations and the People They Employ
Workplace Solutions operates at the intersection of institutional advisory and personal financial planning. We help employers design competitive benefit structures while providing their executives, key employees, and beneficiaries with the personalized guidance they need to make the most of what they've earned.
Personal CFO Services for Leaders and Beneficiaries
Senior executives and their families face unique financial complexity — equity compensation, concentrated stock positions, deferred comp, and multi-entity tax exposure. We provide the personalized guidance that lets leaders stay focused on what they do best.
Institutional Plan Design for Every Structure
We advise organizations on the design, implementation, and ongoing oversight of retirement plans — balancing fiduciary responsibility with tax efficiency, employee outcomes, and employer cost control.
Three Disciplines That Drive Workplace Outcomes
From executive-level financial planning to institutional retirement design to employee wellness — these three pillars form the core of our Workplace Solutions practice.
Designed for Organizations That Invest in Their People
Our Workplace Solutions practice serves a range of employers and organizational structures — each with unique needs, compliance requirements, and benefit design objectives.
Let's Build a Workplace Strategy That Works
Whether you're designing executive benefits, restructuring a retirement plan, or launching a financial wellness program — we'd love to understand your organization and show you what's possible.
Questions? Seeking Further Insight?
Connect with our team to discuss your goals. No obligations, no pressure — just a straightforward conversation about how we can help.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.