Strategies for Managing Concentrated Equity Positions

Overview

A family or individual can develop a concentrated position of wealth in a number of ways, and each has its own personal circumstances and perspectives. While some families may focus on the growth outlook for the asset, others may be more motivated by legacy issues or the income the asset provides. When determining how best to address a concentration, a family’s particular situation and key goals for their wealth should be considered. Central to the discussion are such factors as the family’s personal dynamics, the tax and legal backdrop, and any emotional attachments to the asset in question.

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