Concentrated Wealth

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

A single position can build a family's wealth and can also concentrate its risk — a company's stock built over a career, an inheritance, a founder's shares. The question is rarely "sell or hold." It is how much of your life the position now carries, what it would cost to reduce it, and which of several tools fits: selling over time, hedging, exchange funds, charitable gifting, or deciding, with eyes open, to keep it. We lay out the tradeoffs plainly and plan the taxes with your CPA.

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.