Collective Insights Series #1 Webinar:
Minimize Taxes and Maximize Wealth Creation
by Jake Dunn|
30th April, 2024
Hosted by Greg Brogger, CEO & Co-founder of Collective Liquidity. Collective Insights Series #1 Took place on April 30th, 2024.
Jake Dunn, Managing Director and Private Wealth Advisor, will discuss strategies utilized by unicorn employees to help minimize tax and maximize wealth creation from your company's liquidity event. Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.
