A few select investors have accumulated large single equity holdings over the last decade as a result of: receiving options and restricted stock as part of their employment compensation packages, selling their private companies to publicly traded companies or taking their companies public through an IPO.

These individuals often have the majority of their total wealth concentrated in a single equity investment and therefore, their current and future financial well-being can experience significant volatility from financial market movements or changes in commodity prices. Although many of these investors would prefer holding a more broadly diversified portfolio, they choose not to sell some or all of their single equity investment because it would trigger large embedded capital gains or because they believe that this equity can continue to appreciate further over the long term.

Elysium Wealth Management Inc. can implement numerous hedging and monetization strategies for an investor who is interested in hedging a large single equity position. These strategies can be used to protect the current value of your equity holding, defer taxes, or gain liquidity to provide funds for personal expenditures or allow for investment diversification.

The most appropriate strategy for you will depend on several factors, including your overall asset allocation, risk tolerance, tax situation, and regulatory constraints. Elysium will work with you and your advisors to determine the appropriate strategy, given your specific situation.

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