Wealth Ideas - A Playbook for Crossing the Pond
Cross-border estate planning, qualified small business stock (QSBS), exercising options, trust formation, tax-aware borrowing strategies - are you preparing for the financial future you want today? Join us for an evening with JP Morgan's Private Bank team at Uncork's offices to learn the strategies you can apply to your business right now to maximise your wealth. Learn from the experts in the field and from fellow founders and investors who have crossed the pond about how to prepare for a liquidity event from company formation to exit. A panel discussion followed by a facilitated audience Q&A to answer your specific tax or financial planning queries.
Panel:
Peter Sarsby. With two decades of investment experience, Peter serves as a dedicated partner to Private Bank clients. He optimizes their personal financial strategies, allowing them to focus on their demanding careers and personal pursuits.
Andy McLoughlin OBE is a Managing Partner of Uncork Capital, a seed-stage venture capital firm based in San Francisco. Before Uncork, Andy was co-founder of Huddle, an enterprise collaboration startup with offices across the US and London.
Dan Schrauth. A former lawyer, Dan provides strategic advice to Private Bank clients to help them structure and transfer wealth in a tax efficient manner, with a particular focus on company founders and investors.
Julian Green moved to San Francisco from the UK 25 years ago, and is on his 6th startup (using AI to better predict weather and climate), and also ran AI moonshots at Google X, Computer Vision Products at Google, and some eBay businesses.
Moderated by:
Claire Palmer is on JPMorgan’s Investor Coverage Team. She helps grow and develop Venture Capital relationships in the Bay Area, with a specific focus on working with the next generation of leading investors.
Kathryn Parsons MBE, founder and CEO of Decoded, a technology education company upskilling and reskilling the Global 2000 and governments.
Agenda:
6pm - Arrive
6.15pm - A playbook for crossing the pond
6.30pm - Q&A
7.15pm - Drinks & mingling
Address:
Uncork, 21 Main St, Suite 1600, San Francisco CA 94105