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.

In this video

Greg Brogger's portrait

Greg Brogger

CEO, Co-founder, Collective Liquidity

Jake Dunn's portrait

Jake Dunn

Private Wealth Advisor Meltzer Dunn Fukhoury Group at Morgan Stanley Private Wealth Management