Exit Planning - Trust & Estate Planning, Tax Loss Harvesting, & More - #NYTechWeek
Hosted by Rockefeller Global Family Office - Moldaver Lee Cohen Wealth Partners
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:)Explaining the complexities of Trust & Estate planning as well as what can be done from a Trust & Estate as well as investment perspective before selling your company. The goal is to put yourself in the most advantageous position possible from a tax and investment perspective to help you and your family make the most of the money you make.
This event is a part of #NYTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.
Guest List
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