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Episode Synopsis
🎧 New on the Podcast: Tax Strategies and Wealth ManagementIn this episode of the It’s All About Everything series, we break down the financial essentials every founder should understand before—and after—a liquidity event. From QSBS and 83(b) elections to trust structures and the family office mindset, our expert panel shares real-world strategies to help you protect your upside and build long-term financial stability.Whether you're preparing for an exit or just getting started, this episode will help you make smarter, more informed financial decisions.Featuring:Todd Saunders – (Moderator) CEO at Broadlume (recently exited)Tres Evans – Managing Director & Private Wealth Advisor at Morgan StanleyRobbie Shattuck – CEO & Founder of Athos Private WealthAaron Bedrick – CEO & Founder of Symphony StrategiesMax Sabert – Private Wealth Advisor at UBS
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