Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customized SolutionsISBN: 978-1-57660-177-8
Hardcover
256 pages
June 2005
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Introduction.
PART I. SALES.
1 Constraints on Managing Concentration Risk.
2 Sale and Diversification.
3 Coordinating Long Shares With Stock Options.
4 Diversification Sales and Deferred-Compensation Plans.
5 An Out for Insiders.
6 Restricted Stock: Tackling Temptation.
PART II. GIFTS.
7 Gifts to Family.
8 Nonqualified Stock Options: Gifts to Family.
9 Gifts to Charity.
10 Charitable Trusts.
11 Nonqualified Stock Options: Gifts to Charity.
PART III. RETENTION.
12 Margin: An Acquired Taste.
13 Managing Concentration Through an Index Proxy.
14 Exchange Funds.
15 Derivatives and Hedges: Buying Time.
16 Powers of Concentration.
Afterword.
Index.
PART I. SALES.
1 Constraints on Managing Concentration Risk.
2 Sale and Diversification.
3 Coordinating Long Shares With Stock Options.
4 Diversification Sales and Deferred-Compensation Plans.
5 An Out for Insiders.
6 Restricted Stock: Tackling Temptation.
PART II. GIFTS.
7 Gifts to Family.
8 Nonqualified Stock Options: Gifts to Family.
9 Gifts to Charity.
10 Charitable Trusts.
11 Nonqualified Stock Options: Gifts to Charity.
PART III. RETENTION.
12 Margin: An Acquired Taste.
13 Managing Concentration Through an Index Proxy.
14 Exchange Funds.
15 Derivatives and Hedges: Buying Time.
16 Powers of Concentration.
Afterword.
Index.
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