Personal CFO to tech leaders and entrepreneurs

Turning your hard work and expertise into lasting wealth

Your success can be multiplied by a Personal CFO with skills to support all aspects of your financial life

When and how should I diversify my concentrated company stock position?

The answer for each client is unique

Your company stock diversification strategy should consider:

The strategy and standing of your company
The performance of your company stock, its valuation, and Wall Street’s view
Your risk tolerance
Your other assets
Your future plans
Your tax profile
Your cash needs (short-, medium- and long-term)

The answers to these questions will tell you if, when, and how rapidly you should diversify, as well as which tools and strategies will best support your strategy

How do I minimize my tax bill when creating liquidity and diversifying my assets?

Plan ahead and apply key tools and strategies

You can maximize tax efficiency with:

Forward Planning- you can take actions now to reduce future tax liability
Your diversification strategy: when, how, and how much you sell
The use of strategies and investment vehicles that are tax-advantaged

The contribution of tax savings to your overall returns can be substantial

What topics should a quality financial plan address?

Hint: it goes far beyond investments

Some aspects of a quality financial plan...

An understanding of your business and life goals, your risk tolerance, and your approach to investing
Risk Management - protection against unfavorable life and market events
Investment choices, investment placement, and portfolio construction
Tax efficiency
Estate Planning goals
Growing and distributing your wealth
Detailed forecasts and scenario analysis

Planning done right gives you a complete roadmap to reach success.