Consider these scenarios: One client has just sold the company he's successfully built. Another has a significant portion of her net worth in a single stock position. Both can benefit from Convergent's experience managing concentrated wealth.

The process of converting a concentrated portfolio into a diverse one is delicate, and subject to potential risk and tax effects.  As a specialist serving ultra-high net worth investors, Convergent knows the financial and charitable strategies available to help diversify holdings and can recommend the ones most appropriate for you. For example, hedging transactions can be structured to protect the value of a single stock's position without requiring the sale of underlying shares. We'll also reduce your exposure to risk in a tax-effective manner.

We'll design and implement a plan leveraging our relationships with the most respected financial services providers in the business.