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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.

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