Business people from above

Senior executives face a unique set of challenges by virtue of their compensation structure.

With complicated equity award packages – as well as potentially complex tax consequences – executives need specialized guidance. We have developed a number of strategies that address the unique needs of executives and their families.
Concentrated Positions Brochure

Concentrated Positions

A concentrated position is a specific holding or type of holding that makes up a substantial part of your portfolio. Your portfolio may be concentrated in a specific stock, capitalization (i.e., small, mid, or large cap), business sector, or geography. Having a concentrated position in your portfolio exposes you to higher volatility, lower liquidity, and more risk than ownership of a diversified portfolio.

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