Concentrated Wealth

Defining service through personalized advice and a comprehensive array of wealth management capabilities
	Mark Larkin delivers services personally while working alongside local specialists within Accounting and Estate Planning to implement comprehensive plans for the management of wealth created through corporate associations.
I specialize in developing investment alternatives to diversify or monetize concentrated equity positions. Such alternatives may include those listed below; as well as overall strategies such as Charitable Remainder Trust, etc.
Strategies to move from single concentrated stock position to diversified portfolio:
Systematic DCA plans for wealth protection
Implementation of a disciplined and methodical approach for the divestiture of a concentrated and substantial single company security holding obtained through a "public company" association.