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/

Episoder(282)

Ep 225 The Foundation of Silicon Valley with Ron Wittier

Ep 225 The Foundation of Silicon Valley with Ron Wittier

Ron Whittier Interview Introduction Intel Corporation was founded in 1968 by Robert Noyce and Gordon Moore, who left Fairchild Semiconductor to start their own company. In the early years from 1970 to...

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EP224  Navigating the Landscape of Investment and Entrepreneurship with Martin Tobias

EP224 Navigating the Landscape of Investment and Entrepreneurship with Martin Tobias

Martin Tobias: Navigating the Landscape of Investment and Entrepreneurship In the ever-evolving world of investment and entrepreneurship, few voices resonate with the depth of experience and insight q...

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Ep223 Life After a Successful Exit

Ep223 Life After a Successful Exit

Michael J. Firestone, CFA  https://www.linkedin.com/in/michaeljfirestone/ Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams. We empower ou...

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Ep 221 Key Insights into Mergers and Acquisitions

Ep 221 Key Insights into Mergers and Acquisitions

Karen (Kovaleski) Traversi, SHRM-CP https://www.linkedin.com/in/karenmtraversi/   I work with CEOs that are going through transitions or disruptive stages due to M&A activity, growth, upscaling market...

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Ep 220 Preparing to Sell Your Business

Ep 220 Preparing to Sell Your Business

Tyler Marin, CPA https://www.linkedin.com/in/thinktyler/   Have you ever felt like your business is capable of more but just can't seem to break through to the next level? I'm Tyler, and I turn thos...

20 Mar 202427min

Ep 220 Making Millions in Pet Music with Amman Ahmed

Ep 220 Making Millions in Pet Music with Amman Ahmed

Show notes for Amman Ahmed. Amman Ahmed is a seasoned entrepreneur with a diverse background in e-business, venture-backed startups, and brand building. With a keen eye for identifying market niches a...

29 Feb 202433min

Ep 219 Advisory Boards and Your Company with Louise Broekman

Ep 219 Advisory Boards and Your Company with Louise Broekman

Board Dynamics and Advisory Roles with Louise Broekman In this episode, we dive deep into the world of corporate governance and advisory boards with esteemed guest Louise Broekman. Louise brings a wea...

14 Feb 202443min

Ep218 Better Business Practices with Joe Siecinski

Ep218 Better Business Practices with Joe Siecinski

Show notes Joe Siencinski 2nd interview https://www.linkedin.com/in/joesiecinski/       My passion is mentoring CEOs and Executive Teams who want to be in control of the growth and expansion of their ...

8 Feb 202459min

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