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Manage Concentrated Positions

Many business owners, entrepreneurs and highly compensated executives will accumulate a large amount of wealth in one particular investment. We use a range of solutions to manage the associated challenges.

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Our Approach

A concentrated stock position adds complexity to an investor’s overall strategy. Our team will help you weigh your options and make decisions that will help you best achieve your goals.

We will work with you to:


  1. Determine the magnitude of the concentration
  2. Consider the tax impact
  3. Identify potential risks and rewards
  4. Diversify your holdings
  5. Generate income from a concentrated position
  6. Donate highly appreciated stock
  7. Evaluate alternative ideas and strategies
  8. Consider your legacy
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