Significant ownership of company stock may be one of the hallmarks of success in your career. It also raises a variety of risks and constraints. Given the strength of our equity trading capabilities coupled with our expertise in the legal and regulatory considerations often associated with single-stock ownership, we work closely with clients to develop tax-sensitive strategies to minimize risk and create liquidity. Based on your specific needs, we can provide:
Hedging strategies
Trust solutions
Exchange funds
Selling programs
Block trades
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To learn more about our Concentrated Stock Management capabilities, contact a specialist at pbig_concentratedstockmanagement@ml.com.