Leadership
Published
November 28, 2022

Founders' Guide to Tax Planning, Financial Management, and Investment Strategies

This session covers high-level strategies for tax planning, financial structure, and wealth management tailored to founders and fast-growing business owners. Key topics include maximizing tax efficiency, foundational protection and cash management, strategic use of tax wrappers like pensions and family investment companies, and tailored investment approaches to meet long-term financial goals. The presentation also provides insights into current market trends and portfolio management tactics to sustain and grow wealth post-business exit.
Luke Nick
Financial Planner
40
minutes
November 28, 2022

More in

Leadership

View All
Leadership
Content

You need to be signed in to view this page