Exchange Funds Webinar Recording

On March 28, Adero Partners hosted a webinar on Managing Concentrated Stock with Exchange Funds with special guest Srikanth Narayan, the Founder and CEO of Cache.

Exchange Funds are designed for high-net-worth individuals with concentrated stock to provide diversification without generating a taxable gain. During the webinar, our team provided an introduction to Exchange Funds, discussed suitability considerations, and presented two case studies. Srikanth then shared insights about his personal experience managing concentrated stock and the recent launch of the Cache Exchange Fund.

View the webinar recording by clicking the play button below.

Conclusion and Resources

Exchange Funds offer a compelling solution for highly compensated individuals grappling with the challenges of concentrated stock holdings. They provide diversification, tax deferral, and professional management which makes them a powerful tool in financial planning.

For more information on Exchange Funds, you can explore these resources:

Discover how Adero Partners can help
Optimize Your Wealth with Exchange Funds

Contact Aaron White - aaron@aderopartners.com

The material provided is for informational and educational purposes only. Adero Partners does not validate material not produced by Adero Partners; sources are cited and links provided. Any opinions expressed do not directly reflect those of Adero Partners. The case studies provided are meant to reinforce the understanding of the educational material provided. This material does not represent advice, a recommendation or solicitation to buy or sell any specific securities or investment. Adero Partners is an advisory firm registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or expertise.

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