Concentrated Stock / Option Services
Many of our clients own a significant stock position of a single company. While concentrated stock ownership offers opportunity, it also poses risks that could severely damage or destroy a client’s wealth. Zeller Kern offers the following services to guide you:
Cashless stock option exercises
Employee stock option planning
Option services: puts and calls
Concentrated stock services
Charitable Remainder Trust
Some of these strategies have IRS rules and regulations and must be coordinated with the proper tax advisement.