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Investment Solutions for High-Net-Worth and Ultra-High-Net-Worth Families

Session Speakers
Session Description

Why Attend
Gain insight into three investment solutions to meet the unique needs of ultra-high net worth investors who own have concentrated stock positions.    

Session Details
Ultra-high net worth families have complex financial situations. Investment Advisors who serve these clients must create customized and holistic plans to meet their unique needs, especially if those families have a significant portion of their wealth concentrated among a few stocks.   

Learn about strategies to reduce stock concentration risk, achieve diversification, and meet philanthropic objectives. In a case study format, three subject matter experts will help attendees develop a framework to meet the needs of these investors. The speakers will explore the pros and cons of various solutions and identify considerations for implementing the solutions together in an overall financial plan.

  • Options strategies may help investors to reduce the downside risk of owning concentrated stock positions
  • Private exchange funds may help to diversify single stock risk, without incurring immediate tax consequences if the position were to be sold in the public market
  • Donor advised funds and charitable remainder trusts may help to achieve philanthropic and charitable objectives, while also taking advantage of gifting and estate planning benefits

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule