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“The book rattles through sales, gifts and retention, discusses taxation and psychological behaviour, and ends on the ‘powers of concentration’, reinforcing the message of finding some good in what is often construed as a predicament.”
High Net Worth
An old adage warns against carrying all of your eggs in a single basket. Yet many investors maintain a significant portion of their wealth in one stock, as a result of executive compensation packages, stock inheritances, IPOs, or corporate buyouts, leaving their portfolio in a dangerous position.
Tim Kochis, a recognized leader in financial planning, has compiled more than fifteen strategies for managing concentrated stock wealth. The book explores the key barriers to addressing concentration risk-securities law, taxes, psychological resistance that clients and their advisors must overcome to successfully manage concentrated stock wealth.
This book fills a void in the adviser's arsenal and lays out the options available to clients. Using examples drawn from decades of work for thousands of investors, Tim Kochis shows not only what can be done, but also what actually works.
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