FrazerRice.Com
FrazerRice.Com
Jul 22, 2021
EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT
Play • 34 min
For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is relegated to a 5 minute discussion.  And it shouldn’t.   From low-cost basis issues, income requirements, family executive involvement and even other factors like emotional …
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