Concentrated Wealth

Concentrated wealth: when one stock is most of your net worth.

One position can grow into most of a family’s net worth: stock built over a career, an inheritance, a founder’s shares. The useful question is rarely whether to sell. It is how much of your life the position now carries, what reducing it would cost in tax, and which approach fits. We size the exposure against the rest of the household, model what each route would cost, and build a schedule you can actually follow. Some families reduce over years. Some hold deliberately, with the risk understood and the rest of the plan built around it.

Who we work with, and what it costs

If this sounds like your situation, write to [email protected] and we'll tell you honestly whether we're the right fit.