Concentrated Stock

Concentrated Stock

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Concentrated Stock

Concentrated Stock definition:  A concentrated stock position is when one equity holding becomes dominant and disproportionate percentage of an individual or family’s portfolio.  The stock may have become concentrated due to being part of compensation from an employer or family business, being purchased at a low cost basis and appreciating over decades, or being held for emotional reasons.  The individual or family’s wealth is highly dependent on the performance of an individual stock.  Solutions for concentrated stock positions include calendar-based selling intervals (i.e. a number of shares every quarter), price-based selling (i.e. a number of shares in stop orders), exchange funds, charitable giving or trust strategies.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is concentrated stock?, concentrated stock definition, concentrated stock family office, concentrated stock term, define concentrated stock, concentrated stock wealth management, concentrated stock multi-family office, concentrated stock single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel