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Ashish Shah: Wealth advisor at multi-family office RIA Syon Capital
In this masterclass episode, Ashish Shah, wealth advisor at multi-family office RIA Syon Capital, breaks down the pre-liquidity tax strategy and estate planning playbook that high-growth founders and business owners need to maximize outcomes before an exit. Ashish details how building a coordinated team of wealth advisors, CPAs, and estate attorneys allows founders to proactively mitigate federal, state, and estate liabilities rather than leaving wealth on the table. The conversation dives deep into navigating Section 1202 Qualified Small Business Stock (QSBS) rules, the mechanics of QSBS…
The skinny
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