Strategic Portfolio Tailoring for Wealth Management Clients

Wealth management clients collaborate with the equity structuring group to customize their investment portfolios by strategically allocating capital. Clients, including founders of public companies and venture capital recipients, seek assistance in managing concentrated equity positions, which can significantly impact their overall balance sheets. Despite the potential wealth creation from concentrated equity, its volatility compared to market indexes poses risks. Discussions often revolve around sales plans for executives at public companies to achieve liquidity goals amidst the market's all-time highs.