Capital Strategies for Founders From Seed to Exit
Founders spend years optimizing their company’s capital strategy and almost no time on their own.
Yet the decisions made at seed, Series A, growth, and pre-exit stages can shape a founder’s personal wealth, tax exposure, liquidity options, and family legacy for decades.
Join Miami Fintech Club × BNY Wealth for Capital Strategies for Founders: From Seed to Exit, a curated members-only breakfast taking place on Wednesday, September 9, 2026, from 8:30 AM to 10:30 AM ET at the BNY Wealth Office, 1450 Brickell Ave., 14th Floor Conference Room, Miami.
This candid, off-the-record conversation brings together BNY Wealth’s institutional expertise, Holland & Knight’s legal perspective, and MFC’s founder community.
What We’ll Cover
Seed stage:
How early equity decisions affect a founder’s personal balance sheet, including QSBS, founder stock structuring, and decisions to make before the cap table grows.
Growth stage:
Liquidity opportunities, secondary transactions, and strategies for managing concentration risk as the company scales.
Pre-exit and exit:
Tax-efficient planning ahead of an M&A or IPO event, including trusts, charitable vehicles, and timing considerations that can materially affect outcomes.
Post-exit:
Wealth preservation, family governance, philanthropy, and estate planning for founders entering a new financial chapter.
Speakers
Moderator: Gina Gingrow Senior Vice President, Wealth Advisor BNY Wealth
Legal: Danielle Price | Holland & Knight
BNY Senior Wealth Strategist: Alyse Reiser, BNY Wealth
Founder Perspective: Sneh Parmar, Co-founder and former CEO, Lucky
Who It’s For
Founders and entrepreneurs in the Miami Fintech Club community, particularly those from seed through pre-exit stages who want to understand the personal-wealth implications of the decisions they are making at the company level.
A limited number of relevant investors may also be included.