135 Wealth Beyond Your Startup with Marcel Pfister

2022-05-18

135 Wealth Beyond Your Startup with Marcel Pfister Marcel is Wealth Advisor at Farther, where he advises startup founders and early-stage employees on holistic wealth management solutions. He enjoys being part of his clients’ wealth-creation journey, from starting a business to navigating a potential exit, as well as strategizing the best and most efficient ways to leave a legacy for the next generation. Prior to joining the Farther team, he spent most of his career as an Investment Advisor at Goldman Sac...

Marcel is Wealth Advisor at Farther, where he advises startup founders and early-stage employees on holistic wealth management solutions. He enjoys being part of his clients’ wealth-creation journey, from starting a business to navigating a potential exit, as well as strategizing the best and most efficient ways to leave a legacy for the next generation.

Prior to joining the Farther team, he spent most of his career as an Investment Advisor at Goldman Sachs, advising entrepreneurs, public executives, and non-profit organizations. He started his career as a Financial Analyst at Blackrock. Marcel was born and raised in Germany. At the age of 19, he moved to the United States to attend Drexel University where he obtained a degree in Finance.

We talk about

When should one start to talk about wealth management or tax strategist in the Merger or Acquisition process of their company?

Are there any rumors of regulation changes that might take place in the next year or so...?

What are some of the biggest tax issues that founder and early employees at a company face?

What are some ways that an early employee can sell shares in a private company?

And much more

Connect with Marcel Pfister

marcel@farther.com

215-317-7077

https://www.linkedin.com/in/marcel-pfister1/

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