Yield Enhancements and Other Strategies
Investors can enhance the yield of a concentrated stock position while decreasing its volatility by writing covered calls against some …
level III
Equity Monetization
Investors holding a concentrated position can (1) hedge against a decline in the price of a stock, (2) defer the …
Managing Risk of Single Stock Positions
A portfolio consisting of only a few stocks would not generally be considered prudent because of the risk from the …
General Principles for Managing Concentrated-Single Asset positions
Frequently, the wealth of individuals and families is concentrated in an asset or group of assets that has played a …
Cross Border Estate Planning
Individuals and families with business and personal interests in more than one country face special estate planning challenges. Tax Considerations …
Estate Planning Tools
Trusts Trusts are a means by which a grantor (or settlor) can transfer assets to beneficiaries outside of the probate process. The trustee …
Transferring Excess Capital
Lifetime Gifts and Testamentary Bequests A method of transferring discretionary wealth is to donate it immediately or during one’s lifetime …
Core Capital and Excess Capital
Developing an estate plan that will sustain a family and their descendants over multiple generations is a challenging task. A …
Domestic Estate Planning
Estate planning is a critical component of wealth management for private clients. Translating the goals of an individual or family …