Concentrated Stock Comprehensive Guide eBook PDF version - Page 3

Options to Maximize the Value of Your Concentrated Stock Position.

3

MONETIZE

GIFTING

RETAIN

To maximize the value of an investor’s concentrated stock position with a tailored solution that may include:

For example, divest and monetize assets, employ strategic diversification of concentrated stock position to preserve your desired standard of living.

Create a tax-efficient philanthropic giving vehicle and process that aligns with your values and goals.

Evaluate giving vehicles that align with your financial strategy.

Actively hedge with protective puts or potentially eliminate hedging costs to reduce risk.

Work towards reducing tax exposure with estate planning and tax-loss harvesting strategies.