Our Services
Executive Services

Too much of a good thing? We can help.

Many of our clients receive company stock as part of their compensation plan. Often times, they find themselves in a position where a significant portion of their liquid financial wealth is tied to an individual stock with a low cost basis.
We provide a suite of advisory services and solutions to mitigate the risk of the ownership of a concentrated stock position.

Our services include:

• Tax-managed portfolio diversification services
• Risk management services utilizing option hedging programs
• Exchange fund solutions

Our approach often involves tax and estate planning professionals to provide a balanced, customized and comprehensive solution.

Read: Tax Loss Harvesting & MLPs
Worth Article - How can tax loss harvesting and selective asset placement reduce my capital gains and income tax liability?