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