Beyond the Cap Table: Personal Wealth Decisions for Fintech Founders

​Join us for an intimate, off-the-record working lunch exclusively for Miami Fintech Club members.

​This session is designed for fintech founders and senior operators who want to think more clearly about their personal financial strategy not just their company's.

​We'll cover:

​- How to think about liquidity before a major event happens

​- Balancing personal exposure when most of your wealth is tied to your company

​- Common mistakes around compensation, secondaries, and concentration

​- Financial planning decisions that become harder to fix later

​Format: Highly interactive priority cards exercise + moderated roundtable discussion. No slides, no pitching. Just a candid, practical conversation with peers.

​Hosted by Miami Fintech Club in partnership with Bernstein.

​Bernstein Office, Brickell | June 16, 2026 | 12:00 – 2:00 PM

​Seats are limited to 10-12 attendees.