Ready for Anything: Wealth Management and Planning Considerations for Founders, Business Owners and Corporate Executives
Transforming your vision into a viable business may involve navigating a distinct set of stages and challenges that differ from a traditional career. Running a business also comes with unique challenges - but also incredible opportunities. As your company and career grow, surrounding yourself with the right advisors and understanding key investment and planning strategies make all the difference in the world as you consider how to grow and sustain wealth.
Whether you are a corporate executive, business owner or founder and entrepreneur, we've created a space for you to convene, converse, learn, and gain the insights needed to scale, transition and build generational wealth.
This panel is all about delivering a planning first and planning focused approach to wealth management and helping you think about persevering through transition, transaction and transformation. Led by advisors and senior leaders from Bernstein Private Wealth Management, the panel discussion will offer actionable insight on how priorities influence a meaningful planning strategy - all with the intent to empower you to source the right team, structure the right plan and create a legacy for the people, causes and communities you care about the most.
Panelists:
Bernstein Team
James Thompson | Remarks
Cecily Bolding | Moderator
Tulsa Team