135 Wealth Beyond Your Startup with Marcel Pfister

135 Wealth Beyond Your Startup with Marcel Pfister

135 Wealth Beyond Your Startup with Marcel Pfister

Marcel is Wealth Advisor at Farther, where he advises startup founders and early-stage employees on holistic wealth management solutions. He enjoys being part of his clients’ wealth-creation journey, from starting a business to navigating a potential exit, as well as strategizing the best and most efficient ways to leave a legacy for the next generation.

Prior to joining the Farther team, he spent most of his career as an Investment Advisor at Goldman Sachs, advising entrepreneurs, public executives, and non-profit organizations. He started his career as a Financial Analyst at Blackrock. Marcel was born and raised in Germany. At the age of 19, he moved to the United States to attend Drexel University where he obtained a degree in Finance.

We talk about

When should one start to talk about wealth management or tax strategist in the Merger or Acquisition process of their company?

Are there any rumors of regulation changes that might take place in the next year or so...?

What are some of the biggest tax issues that founder and early employees at a company face?

What are some ways that an early employee can sell shares in a private company?

And much more

Connect with Marcel Pfister

marcel@farther.com

215-317-7077

https://www.linkedin.com/in/marcel-pfister1/

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(300)

303 Ep Redefining Career Success: Why Working in the Public Sector Accelerates Tech Leaders with Arun Gupta

303 Ep Redefining Career Success: Why Working in the Public Sector Accelerates Tech Leaders with Arun Gupta

In this compelling episode of The Silicon Valley Podcast, host Shawn Flynn sits down with Arun Gupta, CEO of NobleReach Foundation, venture capitalist, and co-author of Venture Meets Mission. As techn...

10 Loka 42min

Ep302 From AppDynamics to AI: Building, Scaling, Exiting, and Starting Again with Bhaskar Sunkara

Ep302 From AppDynamics to AI: Building, Scaling, Exiting, and Starting Again with Bhaskar Sunkara

What does it take to build a category-defining technology company, navigate a major acquisition, and then start all over again in the age of artificial intelligence? In this episode, we sit down with ...

4 Loka 30min

Ep 301Dual-Use Technology, Defense & the Next Wave of Innovation with JP Keating

Ep 301Dual-Use Technology, Defense & the Next Wave of Innovation with JP Keating

We sit down with JP Keating to explore the rapidly evolving world of dual-use technology — companies and technologies that can serve both commercial and government applications. As investors and entre...

29 Syys 41min

Ep 300 Happiness, AI, Innovation & the Future of Business with Chris Yeh

Ep 300 Happiness, AI, Innovation & the Future of Business with Chris Yeh

What does it take to build a successful career while also creating a genuinely meaningful and happy life? In this episode, we sit down with Chris Yeh to explore the intersection of business, technolog...

22 Syys 31min

Ep 299 Silicon Valley vs. Sacramento: Steve Hilton on AI, Entrepreneurship & California’s Economy

Ep 299 Silicon Valley vs. Sacramento: Steve Hilton on AI, Entrepreneurship & California’s Economy

Steve Hilton returns for a second conversation focused on the intersection of Silicon Valley, entrepreneurship, technology, and California politics. In this episode, we explore how artificial intellig...

12 Syys 31min

Ep 298 Business Development, Entrepreneurship & Cross-Cultural Opportunity

Ep 298 Business Development, Entrepreneurship & Cross-Cultural Opportunity

In this episode, we sit down with Zeus Kajita to explore the intersection of entrepreneurship, business development, international markets, and personal performance. Zeus shares his journey as an entr...

3 Syys 27min

Ep 297 AI, Cybersecurity & the Future of Business withVineet Edupuganti Co-founder & CEO Cogent Security

Ep 297 AI, Cybersecurity & the Future of Business withVineet Edupuganti Co-founder & CEO Cogent Security

What happens when AI becomes both the weapon and the defender? On this episode of The Silicon Valley Podcast, we sit down with Vineet Edupuganti to explore the rapidly changing landscape of artificial...

22 Elo 25min

EP 296 IPOs, SPACs, Uplisting & Taking a Company Public with Shari Mager KPMG  U.S National Capital Markets Readiness Leader

EP 296 IPOs, SPACs, Uplisting & Taking a Company Public with Shari Mager KPMG U.S National Capital Markets Readiness Leader

What does it really take to prepare a company for the public markets? On this episode of The Silicon Valley Podcast, we sit down with Shari Mager to explore the complex process of going public, from i...

17 Elo 42min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
rss-hereilla
ostan-asuntoja-podcast
yrittaja
rss-sami-miettinen-neuvottelija
hyva-paha-johtaminen
rss-laakispodi
rss-inderes
juristipodi
rss-hilden-kaira
rss-yritys-ja-erehdys
rss-lahtijat
rss-karon-grilli
rss-viisas-raha-podi
rss-paikoillenne-valmiit-laakikseen