Our Services A Personal Equity Award Profile Tax and Cash Flow Planning Specialized Stock Diversification
Tracking Stock Options
Independent Investment Management Asset Protection Legacy, Estate Planning and GivingCorporate Services
Phone: 952-886-7233
Fax: 952-886-7501
7760 France Avenue South
Suite 1100
Edina, MN 55435
Specialized Stock Diversification
Executive Capital leverages specialized Stock Diversification Techniques to reduce a high-risk concentrated stock position while adhering to SEC rules and black-out periods, protect against valuation loss and minimize taxes in both restricted and non-restricted stock. Some of the techniques we use include:
- Stock Option Gifting
- Restricted Securities Management
- Hedging Strategies
- Employee Stock Purchase Plans
- Zero Premium Collars
- 10B5-1 Planning
- Pre-paid Variable Forward Contracts
- Exchange Funds
- Net Unrealized Appreciation (NUA) Distributions