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Personal Planning for Startup FoundersPersonal Planning for Startup Founders

Help mitigate risk and set the stage for financial success.

18 Min Read
leibell1217

From Silicon Valley to Boston and virtually everywhere in between, we’re in a golden age of startup businesses. Some of the industries in which startups have flourished include technology, life sciences and social media, but startups are transforming virtually every sector of the economy. Startup founders are passionate about their businesses and willing to take great risks and fail. Many of these businesses are funded by venture capitalists and angel investors with the ultimate goal of being sold to a larger competitor or going public. So much time and effort is spent growing the business and preparing for a liquidity event at the business level that the founder’s personal planning often takes a back seat. This is unfortunate. While for...

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About the Authors

David Thayne Leibell

Senior Wealth Strategist, UBS

David Thayne Leibell is Senior Wealth Strategist at UBS, a global firm with 150-year heritage. David has given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States and has authored over one hundred articles on charitable, estate and tax planning. He also has been quoted in numerous publications, including The New York Times, Business Week, Investment News, and Bloomberg Wealth Manager and has appeared on CNBC's "Closing Bell with Maria Bartiromo." 

Erin Wilms

Managing Director, Head of Advanced Planning, UBS Financial Services, Inc.

Erin Wilms is managing director and head of advanced planning at UBS Financial Services, Inc. in San Francisco.