Corporate executives, business owners, and other investors often have a large portion of their wealth represented by concentrated stock positions. Having a large percentage of one’s wealth tied to the fortunes of a single company is definitely a high-risk, high-reward proposition.
Our advisors work with owners of concentrated stock positions to navigate the tax, regulatory, and internal roadblocks to converting a concentrated stock position to a diversified portfolio. We have extensive experience in designing and implementing risk-management strategies through:
- Staged selling
- Immediate diversification