i2i Consulting Services
There are many tax consequences that can arise from the sale of large concentrated stock positions, therefore before entering any transactions, an overall financial review and tax planning proposal is designed for client review, once agreed upon - step by step execution of trades occurs. A timeframe for diversification is allotted, and predictably the concentrated position is unwound and reinvested into a fully diversified portfolio. The portfolio will include an appropriate mixture of different asset classes that reduces the client's overall risk while insuring their required rate of return.
Initial Consultation - Every individual's portfolio goals are different. When individuals have concerns about their concentrated wealth position, the advice and guidance than an experienced i2i Consultant can help ease that burden. Our hourly fee structure and alternative retainer-based advice Consulting options help provides individual investors with different options to fit their portfolio needs. Our expert advice shows clients how to reduce their risk of losing money in a single-stock position, reduce the tax burden caused by diversification, and ultimately reduce the number of sleepness nights that result from not knowing what to do with concentrated wealth in a single equity position.
Personalized Solution Design - i2i Consultants create a detailed plan for clients showing them how to utilize structured products, create derivative protection, and calculate their required ordered sales. i2i Consultants are your architects hired to design the best plan to help minimize your tax burden when diversifying, create the necessary cash flow you need, and most importantly protect the value of your estate over time. i2i Consultants show you proven methods to execute your wealth strategy effectively, and as a result clients see noticeable contributions to their wealth over time.
Ongoing Consultative Support - No plan is effective without proper execution and ongoing support. i2i Consulting doesn't stop once a plan is designed, we offer ongoing support to make sure the goals that you set out to achieve from your single stock position are met. i2i offers various ongoing support consultation plans to fit the needs of your portfolio.