This presentation by J.P. Morgan discusses strategies for managing concentrated stock positions, including hedging, monetization, and diversification options. It covers various financial instruments and strategies such as protective puts, collars, call overwriting, PrISM, exchange funds, and charitable remainder trusts. The document emphasizes the importance of understanding the financial, tax, and legal implications of these strategies and advises consulting with legal and tax advisors.
documents/EFTA00506026.pdf
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