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Wealth Management

• Enable monetization of assets with customized concentrated stock management game plan for each client
• Employ strategic diversification of concentrated stock position to support a desired standard of living

Value optimization

• Produce potential cash flow income stream through selling of call options
• Generate potential cash flow income stream by stock collateralization and the sale of market index put options
• Conduct in-depth analysis of the stock’s fundamental and technical trends to identify optimal divesting opportunities

Reduce tax exposure

• Review and analyze option vesting schedules and tax-lots from option exercises and restricted stock grants
• Employ active tax-loss harvesting strategy with liquid assets to offset gains from concentrated stock diversification
• Employ tax and estate planning strategies from our team of estate and tax professionals to enhance after-tax returns

Risk reduction

• Actively hedge with protective puts
• Potentially reduce or eliminate hedging costs with the simultaneous sale of call options