Capital Strategies for Founders From Seed to Exit

🌟 Join Us for a Members-Only Breakfast! 🌟
Founders often focus on optimizing their company’s capital strategy but neglect their own. The decisions made during seed, Series A, growth, and pre-exit stages can significantly impact personal wealth, tax exposure, liquidity options, and family legacy for years to come.

Event Details:
📍 Location: BNY Wealth Office, 1450 Brickell Ave., 14th Floor Conference Room, Miami
🗓️ Date: Wednesday, September 9, 2026
🕣 Time: 8:30 AM - 10:30 AM ET

What We’ll Cover:

• Seed Stage:
  • Impact of early equity decisions on personal balance sheets, including QSBS and founder stock structuring.
• Growth Stage:
  • Liquidity opportunities, secondary transactions, and managing concentration risk.
• Pre-Exit and Exit:
  • Tax-efficient planning for M&A or IPO events, including trusts and charitable vehicles.
• Post-Exit:
  • Wealth preservation, family governance, philanthropy, and estate planning.

Speakers:

• Gina Gingrow, Senior Vice President, Wealth Advisor, BNY Wealth — Moderator
• Rafaela Vianna, Senior Vice President, Senior Wealth Strategist, BNY Wealth
• Danielle Price, Holland & Knight

Who It’s For:
Founders and entrepreneurs in the Miami Fintech Club community, especially those from seed through pre-exit stages looking to understand the personal-wealth implications of their company-level decisions. A limited number of relevant investors may also be included.