Developer of the Equity Protection Trust, a proprietary approach to protecting large ($10+ million) concentrated stock positions in both public and private companies.
Wealth is often achieved by owning a stake in a valuable business. Once achieved, the Equity Protection Trust acts to substantially reduce the risk of a catastrophic "Black Swan" event while fully preserving the equity's upside potential.
The effect is to approximate the risk of a mutual fund on the downside while retaining the single-stock's full upside potential.
