Diversification of Concentrated Positions
Our Andersen Tax professionals are skilled at analyzing and implementing a wide array of tax-efficient opportunities for the diversification of concentrated positions. We distinguish ourselves because we are experts at combining diversification strategies with sophisticated tax planning and wealth transfer strategies.
Significant wealth is often generated from concentrated positions. However, regardless of the circumstances that caused the concentration, individuals with concentrated positions face considerable risk. There are a variety of techniques available to assist owners of concentrated positions in diversifying, while mitigating the impact of taxes on their after-tax return. Andersen Tax is uniquely qualified to help you understand the full range of options available. We have both the technical understanding and practical wisdom to help you select the best alternatives for your particular situation.
Because we do not accept any compensation related to the distribution of financial products, our advice is free from conflicts. Many of the strategies we see presented in the marketplace are pre-packaged alternatives that do not consider a client’s specific and unique circumstances. We assist clients in understanding the full range of alternatives available to them and tailor our solutions to best fit their individual needs.