Give your clients with concentrated stock positions a way to earn 10%+ income — without triggering the tax event they've been avoiding.
Your client has $1M+ in one stock. You know they should diversify. They won't sell. Now what?
High conviction or emotional attachment. They've heard the diversification pitch. They're not doing it.
Low cost basis means 30%+ to taxes. Rational or not, the tax bill is the conversation stopper.
Inertia wins. The position grows, the risk grows, and the conversation repeats next quarter.
Embark gives you a solution that works with their conviction, not against it.
The §721 in-kind contribution means no sale, no tax event. The conversation changes from "you should sell" to "let's earn income while you hold."
10%+ targeted annual income gives your client liquidity they can use — or that you can put to work in your models.
Income from option premiums creates a natural downside buffer. The client keeps their position with a built-in cushion.
Assets held at Charles Schwab. Annual PCAOB-compliant independent audit. Institutional-grade infrastructure your clients expect.
Schedule a call with our team to learn how Embark can complement your practice.
Tell us about your practice and we'll schedule a call.