Description
Legg Mason's Corporate and Executive Services department provides comprehensive hedging and diversification strategies for clients with a significant portion of their net worth tied into concentrated or restricted equity positions. These strategies can unlock the true value of your stock, create tax-efficient liquidity, and protect your portfolio from severe market swings. Our hedging experts will work closely with you and your Legg Mason Financial Advisor to find the best hedging alternatives for your needs and help you implement a custom strategy.
You may want to consider hedging alternatives if you hold restricted or unregistered stock acquired from the sale of your business or have inherited or received stock as a gift. In addition, without a hedging strategy in place, significant appreciation of low-cost basis stock or stock options may make the sale or transfer of your stock a prohibitive tax event.
Hedging is not appropriate for all investors. Please contact your Legg Mason Financial Advisor to determine whether a hedging solution is suitable for your specific financial situation.
For more information on Legg Mason's custom hedging strategies, please visit us online!
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Hedging Alternatives