Weekly briefing: tax, investing, banking, relocation, and family wealth for lives across borders.
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A founder move before a liquidity event can create tax, immigration, banking, securities, estate, and family-office questions at the same time. The earlier those questions are mapped, the fewer surprises tend to appear later.
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
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.
Usually before a term sheet, option exercise, tender offer, or family move has hardened. Some facts become difficult to change later.
