+ Assessed the stock, and created a selling strategy over the next few years, while keeping some of his stock, and considering hedging strategies on the other.
+ Invest smarter with companies that align with his ESG values.
+ Leveraged his stock to obtain access to credit, rather than sell the stock, and pay taxes.
+ Established a long term care plan for his parents, and funded it for them, so his parents (and other siblings) don’t have to worry about it.