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An 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 Details

ISBN: 9781576601778
ISBN-10: 1576601773
Format: Hardback
(236mm x 160mm x 23mm)
Pages: 256
Imprint: Bloomberg Press
Publisher: Bloomberg Press
Publish Date: 1-Jun-2005
Country of Publication: United States

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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.

Books By Author Tim Kochis

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Managing Concentrated Stock Wealth by Tim Kochis

Managing Concentrated Stock Wealth

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