Concentrated wealth poses significant risks and complexities
- Markets & Investing
- Business Ownership
- Audio
Outsized stock positions arise in various ways, including business ownership, inheritance and investment performance over time. Ben Crayton, director of structured investments product management at Raymond James, outlines strategies that can mitigate related risks, including approaches that allow for continued ownership of the shares in question.
Recorded October 5, 2022. Hosted by Paige Lenssen.
