Diversifying Concentrated Wealth with Pre-Paid Variable Forward Contracts

This session offers a detailed overview of how Pre-Paid Variable Forward (PPVF) contracts can serve as an effective tool for managing and diversifying concentrated equity holdings while managing liquidity and deferral of capital gains.

Our discussion will cover the mechanics of PPVFs, including their role in hedging concentrated positions, generating liquidity without immediate disposition, and mitigating downside risk. We will also examine how integrating PPVFs with long and short tax-loss harvesting strategies can enhance after-tax returns and overall portfolio efficiency.

Participants will leave with the knowledge to utilize these advanced strategies for a more efficient and tax-optimized approach to handling concentrated wealth.

If you are looking to manage single-stock risk while optimizing for taxes and liquidity, this discussion is essential.