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Gideon Strategic Partners
Investment Management
Financial PlanningEvents
Corporate Client Services

Protecting What
You've Built.

Gideon extends compensation and benefits expertise to the companies clients run. From integrating executive deferred compensation into corporate financial strategy, to protecting the business against the loss of a key person, Gideon serves as a sophisticated business financial partner.

Our corporate advisory capabilities span executive benefits, group employee benefits, business continuation, and corporate-owned insurance, all coordinated with your company's broader financial objectives.

Corporate Advisory Services

Executive Compensation Design

Nonqualified deferred compensation plans, SERP programs, and 162 bonus plans that attract senior talent and align their financial interests with your company's long-term success.

Group Employee Benefits

Medical, dental, vision, life, disability, and voluntary benefit programs, designed to be competitive in your talent market while controlling your company's total benefit spend.

Key Person Insurance

Corporate-owned life insurance (COLI) and disability policies that protect the business against the financial impact of losing a critical executive, founder, or revenue producer.

Business Continuation Planning

Buy-sell agreements funded with life insurance ensure smooth ownership transitions, protecting both departing owners and their families, and keeping the business intact for remaining partners.

COLI / BOLI Programs

Corporate-Owned Life Insurance and Bank-Owned Life Insurance programs used to informally fund benefit liabilities, hedge benefit costs, and generate tax-advantaged balance sheet returns.

Retirement Plan Consulting

401(k) plan design, investment menu benchmarking, fee analysis, fiduciary review, and plan optimization to ensure your qualified plan is competitive and compliant.

Our Clientele

Companies We Serve

Our corporate clients range from entrepreneurial ventures to large privately held enterprises. The common thread: they are run by serious principals who demand institutional-quality advisory services.

Private equity-backed companies
Family-owned businesses
Professional medical practices
Law firms & legal partnerships
Real estate operating companies
Financial services firms

Discuss Your Corporate Needs

Schedule a confidential consultation with Gideon's advisory team to discuss how PPLI and alternative investments can enhance your portfolio's tax efficiency.