Navigating Concentrated Wealth: Strategic Selling with VPFs and Long/Short

In markets marked by episodic volatility, concentrated stock positions can draw renewed attention to portfolio risk—reinforcing the value of proactive strategies designed to support long‑term financial goals.

Join us for a timely discussion on strategic selling for concentrated wealth, where we’ll walk through practical approaches—including variable prepaid forwards (VPFs) and long/short strategies—to help clients move forward with confidence.

In this session, you’ll learn how to:

• Potentially create downside risk mitigation and liquidity without an outright sale
• Pair hedging strategies with long/short portfolios to help improve diversification and tax efficiency
• Use a framework to guide concentration conversations with clients
• Apply these strategies to real client scenarios

You’ll walk away with tools and talking points you can start using today to help clients navigate concentration risk.