How Founders Build Real Wealth: Tax, Trusts, and Long-Term Freedom
Most founders spend years scaling their companies but forget to scale their personal wealth. In this live session, you’ll learn how to use tax strategies, trusts, and smart entity structures to actually own your stuff (and keep it).
What You’ll Learn
How founders use estate planning and trusts to protect assets and reduce taxes
The difference between owning a company and owning the value it creates
How to use opportunity zones, deferrals, and other structures to preserve more wealth
What proactive tax planning looks like before and after a liquidity event
Real-world examples of founders who got it right (and what happens when you don’t)
About the Instructors
Scott Jarred, CFP®, CEPA®
Founder & CEO, INVST
As Founder & CEO of INVST, Scott educates, guides and counsels people toward reaching their full financial potential. Scott's unique specialties lie in helping high net worth individuals utilize INVST's Private Client platform to protect and preserve their wealth. This has positioned Scott as his clients’ most trusted advisor, advocate, teacher and partner. Scott fills the role of their personal CFO, giving them one point of coordination for their entire financial life, and a team that monitors their financial health daily.
Jeremy Bolls
Founder & CEO, Olomon
After selling his software company Kindful to Bloomerang in 2021, Jeremy faced what many founders do: fragmented financial information across platforms, advisors, and spreadsheets. No one could pull the pieces together. It wasn't a failure of his team; it was a gap in the tools. Now as Founder & CEO of Olomon, Jeremy is building a personal financial dashboard that gives founders and wealth holders real-time visibility and collaboration to manage complex assets, entities, legacy planning, and advisors all in one centralized location. Financial clarity for the modern wealth builder.
Who Should Attend
Founders with equity or exit potential who want to retain wealth
Bootstrapped or VC-backed operators preparing for a liquidity event
CEOs navigating complex ownership or estate planning conversations
Format:
40-minute presentation + 20-minute live Q&A
📌 Seats are free, but limited. Reserve your spot and learn how to build real wealth.