Corporate Executives

Corporate Executives

Scenario

Over the course of his career, a senior corporate executive accumulated a concentrated stock position as part of his compensation. With retirement approaching, he needed to address the risk associated with this concentration in one security, and develop a plan to generate income during retirement.

Solutions

We would work closely with the individual to gain a thorough understanding of his financial goals and situation, including his tax status and income needs during retirement. We then would explore techniques for diversifying his assets through a combination of derivative strategies and gradual divestment of his concentrated stock position—reducing his portfolio risk by utilizing the proceeds from the divestment to implement a customized asset allocation strategy designed to meet his retirement income requirements and financial goals.

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