For single and multi-family offices
Protect the positions you won’t sell.
Founder stock, legacy blocks, concentrated winners. Cap the downside, keep most of the upside, and know what fair protection costs before a dealer quotes you.
Collar builder · 250,000 shares at $100
LIVEMax loss
−10.0%
Upside kept
+20%
Net premium
$0k credit
Illustrative pricing. Tax treatment depends on your jurisdiction and structure.
64%
of family offices name geopolitics as their top risk, yet most keep limited allocations to traditional hedges. In North America, only 19% responded to recent shocks with hedging strategies.
Sources: J.P. Morgan Private Bank, 2026 Global Family Office Report; Citi Wealth, 2026 Global Family Office Report
Quote check · zero-cost collar, 90% floor
LIVEDealer’s cap
116%
Upside vs fair, on $25M
−$1.00M
Rich: the quote gives away 4 points of upside. Ask for a higher cap.
Illustrative quotes.
Independent pricing · every quote
Check the dealer’s quote before you sign
A “zero-cost” collar is only zero cost if the cap is fair. Every quote is re-priced against an independent volatility surface, so you see the mark, the model and the upside a rich quote gives away.
- 01Fair strikes for any floor, tenor and block size
- 02The gap in dollars, not in basis points of volatility
- 03Strikes shaped around your view of the stock, or placed where implied volatility is richest
Drawdown · in dollars
What a sell-off costs, before it happens
Drawdown turns an index decline into dollars for the whole book, hedged and unhedged, under four kinds of shock: dash for cash, rate shock, growth scare and energy shock. Which kind arrives moves the answer as much as how deep the fall goes.
- 01Each holding moved by its sector’s down-beta in that kind of shock
- 02Options repriced in full, not approximated
- 03What carries the loss, what protects you, and the part no hedge can touch
Drawdown · $40M family book
LIVEKIND OF SHOCK
Loss the hedge removes
$3.12M
Illustrative: $25M block collared at 90% and $15M of other holdings, each moved by its down-beta in the kind of shock selected.
Volatility premium · $25M block, 12 months
LIVEMonths sold
9 of 12
Net premium, hedged
+$1.19M
Losing months taken
0
Selling only when implied is clearly above realized skips the months the stock moved more than priced.
Illustrative. Options delta-hedged daily, so the block’s direction is unchanged.
Volatility · on the block
Earn the block’s volatility premium, without changing the position
Large single-stock blocks often carry implied volatility well above what the stock realizes. Sell that volatility in the months it is rich and hedge the delta, so the block’s direction stays exactly as it is.
- 01Implied vs realized volatility on the block, month by month
- 02Sell only when the gap is wide enough to pay for the risk
- 03Delta hedged daily, each hedge proposed for your approval
Wondering how this compares with Moontower, SpotGamma, Unusual Whales or Market Chameleon?
See the comparison →FAQ
Do you hold our assets?
No. StockAgents is a research tool and technology provider. Custody stays where it is, and every decision stays with you.
Can you price a collar a dealer has already quoted?
Yes. Enter the strikes, tenor and size, and see the fair value of each leg against our own surface, with the gap in dollars.
Which positions can it cover?
Any stock or ETF with listed options. One position is enough to start.