A Smarter Exit for Concentrated Stock Holdings

Beyond “Hold or Sell”: A Third Option for Appreciated Stock

If you own over $1 million in a publicly traded stock that has appreciated significantly, you may feel stuck between two uncomfortable options:

Hold it and stay overexposed.
Or sell it and write a massive check to the IRS.

That’s not much of a choice.

But what if there were a third path?

What if you could:
✔ Sell your appreciated shares
✔ Eliminate capital gains taxes
✔ Reduce or eliminate estate taxes
✔ Diversify your portfolio
✔ And still benefit from the full pre-tax value of your stock

And no — this is not a Charitable Remainder Trust.

In our upcoming live virtual training, we’ll introduce you to a powerful, tax-exempt Stock Diversification Trust designed specifically for high-net-worth investors with concentrated equity positions.

This strategy is structured properly, IRS-compliant, and built to provide flexibility, liquidity, and control — without sacrificing the wealth you’ve worked so hard to build.

For over 26 years, Sterling Foundation Management has worked alongside attorneys, CPAs, and financial advisors to help thousands of families protect and preserve their wealth. Our strategies have helped clients save over $1 billion in taxes while creating more sophisticated, resilient estate plans.

If you’re holding appreciated stock and wondering how to unwind your position intelligently, this training could change how you think about your next move.

🎓 This session is 100% educational. Nothing will be sold.

Event Details:
📅 Thursday, March 26th, 2026
⏰ 2:00–3:00 PM Eastern
💻 Live on Zoom

Register Here