Concentrated equity positions impose risk to an owner’s overall financial picture.  They often subject the client’s assets to increased volatility and can have substantial tax consequences upon liquidation.

We assist our client’s in the analysis and implementation of strategies designed to balance each client’s unique overall circumstances with the risk/return characteristics of each holding.  Common strategies for concentrated equity positions are:

• Immediate Sale
• Separate Account Workout
• Equity Collar
• Pre-paid Variable Forward
• Exchange Fund
• Charitable Trusts

Click here for more information on Concentrated Equity.