Planning for IPOs and Exits: Developing Your Personal Roadmap

Joseph M. Yaffe

On September 24, Palo Alto office head Joseph Yaffe participated in the panel presentation “Planning for IPOs and Exits: Developing Your Personal Roadmap,” hosted by Citi. The panelists shared their firsthand experiences navigating complex exit and liquidity scenarios, including areas to consider and potential pitfalls to avoid when developing a personal wealth plan around a liquidity event.
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