Collective Insights Series #1 Webinar: Minimize Taxes and Maximize Wealth Creation

Greg Brogger, CEO & Co-founder of Collective Liquidity hosts the first in the Collective Insights Series with Jake Dunn, Managing Director and Private Wealth Advisor at Morgan Stanley

Collective Liquidity · 8th May 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.