Webinar Date & Time:

Thursday, Nov. 12, 2026
11:00 a.m. PT / 2:00 p.m. ET

Event Overview:

When one company represents a significant share of your wealth, should you hold? Sell? Diversify? Give some of it away?

The answer can raise questions that extend well beyond the investment itself.

Taxes, estate planning, philanthropy, liquidity and plans for future generations can all influence the decision. And before choosing a strategy, there is an even more important question to consider: What do you want your wealth to make possible?

What we’ll discuss

1. Looking beyond whether to sell or hold: What makes a concentrated position particularly complex for a family with significant wealth, and how different investment approaches may fit within a broader financial plan.
2. Understanding what else the decision affects: How investment, tax, estate and philanthropic considerations can influence one another, and why evaluating a significant asset in isolation may leave important considerations out of the picture.
3. Preparing for what comes next: How decisions about wealth can extend to family governance, next-generation preparation and what a family wants its wealth to make possible over time.

Ideal for families and professionals experiencing:

• Significant wealth concentrated in a company, investment or other asset
• Investment, tax and estate decisions that are increasingly interconnected
• Questions about how today’s financial decisions may affect future generations
• Multiple professionals whose guidance needs to be coordinated

Meet the speakers

Lisa Colletti CFP®, JD Managing Director in Exclusive Family Office, Partner Lisa is a nationally recognized advisor with over 25 years of experience helping ultra-high-net-worth families navigate complexity and has been named to Barron’s and Forbes Top Advisor lists.

Carl Forster Director in Investment Advisory, Partner Carl draws on more than two decades of investment experience to help families align portfolios with purpose—coordinating tax, estate and philanthropic goals.

Song Park Director in Wealth Management, Partner Song leads client relationships across generations, bringing deep expertise in holistic and integrated planning, operations and execution for complex family structures, helping them align their wealth with their values and intentions.