Case study
A tech executive diversifies a concentrated position
Outcome● Measured
62% → 18%single-stock concentration
ClientEngineering executive, 41
01
The challenge
Most of the family's wealth sat in one company's stock, with large embedded gains.
02
What we did
A three-year sale schedule paired with tax-loss harvesting and gifts of appreciated shares to charity.
03
The result
Concentration fell from 62% to 18% while keeping capital gains taxes within a set annual budget.
Marcus LeeLead advisor · CFA
Every engagement is led by one advisor who knows the file from the first call.
Talk to an advisorIllustrative case study. Results are specific to this client and are not a guarantee of future outcomes.
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