Tax Strategies and Wealth Management- It's All About Everything Series
🎧 New on the Podcast: Tax Strategies and Wealth Management
In this episode of the It’s All About Everything series, we break down the financial essentials every founder should understand before—and after—a liquidity event. From QSBS and 83(b) elections to trust structures and the family office mindset, our expert panel shares real-world strategies to help you protect your upside and build long-term financial stability.
Whether you're preparing for an exit or just getting started, this episode will help you make smarter, more informed financial decisions.
Featuring:
- Todd Saunders – (Moderator) CEO at Broadlume (recently exited)
- Tres Evans – Managing Director & Private Wealth Advisor at Morgan Stanley
- Robbie Shattuck – CEO & Founder of Athos Private Wealth
- Aaron Bedrick – CEO & Founder of Symphony Strategies
- Max Sabert – Private Wealth Advisor at UBS
Creators and Guests
Guest
Max Sabert
Private Wealth Advisor at UBS focused on Founders, Financial Executives, and Entrepreneurs
Guest
Robbie Shattuck
CEO, Athos Private Wealth | Multi-Family Office Leader | Advisor to Founders & Fund Managers
