Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customized Solutions
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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 advisers 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, Tim Kochis shows not only what can be done, but also what actually works—and even how concentration can present unique opportunities for preserving and growing wealth.
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Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customized Solutions (US $100.00)
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