← Who We Serve
Concentrated stock & equity compensation
One holding, most of the net worth. Highly appreciated stock, RSUs, options and ESPP shares: income, diversification, and tax strategy for a position that outgrew the plan around it.
Concentration is how most large fortunes are built and how many are lost. We work on both sides of it: staged diversification, exchange funds, direct indexing with loss harvesting, charitable strategies with appreciated shares, 10b5-1 plans for insiders, and lending against the position when selling is the wrong move.
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.