Wealth Planning for Founders: Preparing for Liquidity, Exits, and What Comes Next

​How should founders actually think about wealth planning before and after a major business transaction?

​Join us for a small working session led by David Kushner and Andrew Bishop of Bernstein Private Wealth Management, focused on the real financial decisions founders face around exits, liquidity events, and long-term capital stewardship.

​This session will cover practical strategies including pre-transaction planning (e.g. SLATs), post-transaction approaches such as real estate investing, and advanced tax considerations like QSBS and charitable structures - tailored to the experience and questions of the room.

Designed for founders and operators navigating (or planning for) liquidity, this will be a discussion-driven session with time for Q&A and real scenarios.

THIS EVENT ONLY HAS 2 SEATS AVAILABLE TO NON-STATION DC MEMBERS.