Executive Decisions

Corporate executives who amass large amounts of company stock face some unique wealth-transfer challenges and opportunities. Large holdings of a single stock are inherently risky because stock is a volatile asset class that can lose all its value. However, single stocks lend themselves to certain wealth-transfer strategies and can help executives build legacies for gifts to charities and to heirs.

Corporate executives who amass large amounts of company stock face some unique wealth-transfer challenges — and opportunities. Large holdings of a single stock are inherently risky because stock is a volatile asset class that can lose all its value. However, single stocks lend themselves to certain wealth-transfer strategies and can help executives build legacies for gifts to charities and to heirs.

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish