Concentrated Stock Portfolios


Many families have significant wealth tied up in the publicly traded shares of a single firm. Concentrated exposure to a single stock—often the family’s original source of wealth—represents a significant risk to the family’s wealth and its future spending and charitable-gifting power.
Emotional ties to the company that may have made the family wealthy can discourage diversification.
For families who commit to reducing their single-stock risk, a variety of strategies are available.

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