Maximizing Company Value & Wealth for Founders & Investors

Events / Friday, March 6, 2020
Noon to 2 p.m EST

2929 Arch Street
12th Floor
Philadelphia, PA 19104

Eileen Ward of Bernstein Private Wealth Management and BakerHostetler IP attorneys Jeffrey Rosedale and Thomas Clare invite you to lunch and a discussion on: Maximizing Company Value & Personal Wealth In Anticipation Of An Exit!

We welcome founders, investors, and their professional counterparts to join us to understand the quantifiable benefits of Intellectual Property (IP) and Tax and Estate Planning. This is a sector and industry agnostic event – join us as we demystify IP & Wealth maximization techniques. We will discuss:

  • The various stages of a company’s life cycle
  • Identifying, protecting and monetizing valuable IP (patents, trademarks, trade secrets, etc.)
  • Tax minimization techniques through wealth transfer, trust and estate planning, philanthropy, and deal structure
  • Asset allocation and planning for primary and secondary goals

Please RSVP by Wednesday, March 4, 2020

For questions, please contact Cayde Tanzil at

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