PORTFOLIO-MANAGEMENT-INVESTING5 MIN READ
Discuss founder concentration without attacking identity
Guide a founder from identity-based holding toward a measured diversification plan.
battlecard Omar OM Founder-client 1 Respect 2 Reframe 3 Plan Founder review Post-lockup planning The identity risk Omar sees selling company stock as disloyal, even though it dominates household wealth. Mental accounting has placed the company shares in an identity account, separate from ordinary portfolio risk. 54% net worth in company shares issuer drives household outcome
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