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Brian Franco interviews Evan List from Bernstein Private Wealth about the critical aspects of wealth planning for founders before and after liquidity events. They discuss strategies to prepare for exits, tax planning, legacy building, and the importance of early planning and a trusted advisory network.
By Brian T. FrancoBrian Franco interviews Evan List from Bernstein Private Wealth about the critical aspects of wealth planning for founders before and after liquidity events. They discuss strategies to prepare for exits, tax planning, legacy building, and the importance of early planning and a trusted advisory network.