A practical guide to managing concentrated stock positions without losing sleep. Learn how to unwind exposure, reduce taxes, and choose between strategies like 10b5-1 plans, direct indexing, collars, exchange funds, and charitable trusts. Understand what actually matters: risk, taxes, and a plan you can stick to.

Explore direct indexing benefits for wealthy investors: tax-loss harvesting, portfolio customization, and enhanced control. See how this strategy could optimize your wealth.