Designing Liquidity with Purpose: Tax Strategy and Charitable Planning Before an Exit

A liquidity event creates opportunity—but without advanced structuring, much of that value can be lost to taxes. This session explores how tax mitigation and charitable strategies can be integrated into exit planning well in advance of a transaction. Through real-world case studies, panelists will share how complex gifting, donor-advised funds, and thoughtful structuring can preserve wealth, support meaningful causes, and align financial outcomes with personal values—turning successful exits into lasting legacies.