Concentrated Positions
Navigate and Unlock Your Concentrated Wealth
Transform a concentrated holding into long-term opportunity. Whether your wealth is tied to a single stock, business, or asset, we help you reduce risk, enhance liquidity, and align your strategy with your broader goals.
Strategic Concentration Management
We assess your exposure and design customized strategies to hedge, diversify, or monetize concentrated equity positions — from restricted stock and founder shares to privately held businesses.
Tax and Liquidity Planning
Our team structures liquidity events with precision, optimizing for tax efficiency and timing. We coordinate with estate, philanthropic, and financial plans to ensure proceeds align with your life and legacy.
Portfolio Integration
Your concentrated position is not an island. We integrate it with your overall portfolio to ensure balance, diversification, and continued alignment with your risk and return objectives.
Concentrated Position Services
Explore the possibilities and navigate the concentrated positions journey with confidence.
Why Guardant
Integrated Strategy
Seamless coordination across investment, tax, estate, and philanthropic objectives.
Institutional Execution
Access sophisticated structures typically reserved for ultra-high-net-worth investors.
Enduring Partnership
A dedicated team that understands both your position and your vision.