Managing Concentrated Stock Wealth
An Adviser's Guide to Building Customized Solutions
By (author) Tim Kochis
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Managing Concentrated Stock Wealth by Tim Kochis
Book DescriptionAn old adage cautions against putting all of your eggs in a single basket. Yet many investors maintain a significant portion of their wealth in one stock, as a result of executive compensation packages, stock inheritances, IPOs, or corporate buyouts, leaving their portfolio in a dangerous position. Tim Kochis, a recognized leader in financial planning, has compiled more than fifteen strategies for managing concentrated stock wealth. The book explores the key barriers to addressing concentration risk-securities law, taxes, psychological resistance-that clients and their advisers must overcome to successfully manage concentrated stock wealth. This book fills a void in the adviser's arsenal and lays out the options available to clients. Using examples drawn from decades of work, Tim Kochis shows not only what can be done, but also what actually works-and even how concentration can present unique opportunities for preserving and growing wealth.
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Book DetailsISBN: 9781576601778
(236mm x 160mm x 23mm)
Imprint: Bloomberg Press
Publisher: Bloomberg Press
Publish Date: 1-Jun-2005
Country of Publication: United States
Books By Author Tim Kochis
Managing Concentrated Stock Wealth, Hardback (January 2016)
The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings.
Success and Succession, Hardback (September 2015)» View all books by Tim Kochis
An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successor's point of view, and outlines the considerations and strategies that lead to a better future for the business.
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Author Biography - Tim Kochis
Tim Kochis, JD, MBA, CFP, is CEO of Kochis Fitz Wealth Management in San Francisco. Before forming Kochis Fitz in 1991, he was national director of personal financial planning for Deloitte & Touche and, before that, for Bank of America. Kochis serves on the boards of several industry organizations and has chaired the CFP Board of Standards, the Foundation for Financial Planning, and the international Financial Planning Standards Board.
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