Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan.

In this episode of the G360 Wealth Podcast, hosts Rex Berger and Samuel Diarbakerly unpack one of the most common and complex challenges for corporate executives and high-net-worth families: managing a concentrated stock position. Sam shares how these positions form, the risks they create, and the smart, tax-efficient strategies clients can use to diversify without losing hard-earned gains.

Through real-world examples and expert insights, Rex and Sam explore techniques like direct indexing, hedging, exchange funds, and charitable gifting to help listeners turn a concentrated holding into a more balanced and resilient portfolio. It’s an essential guide for anyone with significant equity exposure who wants to de-risk strategically and preserve long-term wealth.

What to expect:

• The biggest risks of holding a concentrated stock position
• How to diversify tax-efficiently using direct indexing and hedging
• When exchange funds or charitable giving strategies make sense
• Why planning first (before selling) can protect more than returns
• And more!

Resources:

• Charitable Giving with a Plan: Smarter Giving Strategies for Investors and Business Owners (Ep. 6)

Connect with Sam Diarbakerly:

• LinkedIn: Sam Diarbakerly
• Generation Capital Advisors

Connect with Rex Berger:

• LinkedIn: Rex Berger
• Generation Capital Advisors