Weekly briefing: tax, investing, banking, relocation, and family wealth for lives across borders.
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Author
Founder Liquidity & Private Wealth Editor
Marcus writes about the moment business wealth becomes personal wealth. His work focuses on founder liquidity, exits, concentrated equity, adviser coordination, personal runway, and the emotional transition that often follows a major financial event. His articles are designed for founders and investors who need to turn complexity into a sequence of sensible decisions.
Founder exits, liquidity events, personal balance sheets, private wealth systems, family office readiness, post-exit decision-making.
Marcus Vale is an editorial pseudonym used by an industry contributor with founder, operator, or private-wealth exposure. His articles are educational and should not be read as investment, financial, tax, or legal advice.
Founder, Investor, and Liquidity Events
Post-exit, founders face the challenge of managing newfound wealth while ensuring financial longevity. This article explores the key considerations for establishing a personal runway, the potential pitfalls, and the questions to ask your advisers.
Founder, Investor, and Liquidity Events
After a successful exit, founders must shift focus from company growth to personal wealth management. This guide explores how to become an investable individual, emphasizing the importance of strategic planning and cross-border considerations.
Founder, Investor, and Liquidity Events
After an exit, the money may arrive before the founder has a new rhythm, role, decision process, or family language for wealth.
Founder, Investor, and Liquidity Events
Founders optimize for speed in the company and accidentally bring the same habits into personal wealth, where they cause drift.
Founder, Investor, and Liquidity Events
Options, restricted shares, vesting, exercises, secondary sales, and residence changes can turn simple startup equity into a cross-border file.
Founder, Investor, and Liquidity Events
Before a liquidity event, founders need separate conversations about tax facts, family life, and what wealth is supposed to do afterward.
Founder, Investor, and Liquidity Events
The best exit planning begins before the sale process, when equity, residence, board roles, family goals, and records can still be shaped.
Founder, Investor, and Liquidity Events
A founder sale and a country move should be managed as one evidence-led timeline. The practical job is to align residence facts, share rights, bank readiness, family timing, and post-sale cash decisions before a closing date forces the pace.
Founder, Investor, and Liquidity Events
How globally mobile founders can distinguish paper value from saleable, after-tax liquidity and build a cross-border plan around a possible exit.
Portugal, NHR, IFICI, and European Relocation
A source-led timeline for UK founders and families planning a move, covering residence evidence, split years, temporary non-residence, property and liquidity events.
