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SF Tech Week 2026

Exit Planning - Trust & Estate Planning, Tax Loss Harvesting, & More

Hosted by Rockefeller Global Family Office

When
12:00 – 2:00 PM
Where
Virtual
Format
Panel / Fireside Chat
Exit Planning - Trust & Estate Planning, Tax Loss Harvesting, & More artwork

/ About this event

Explaining the complexities of Trust & Estate planning as well as what can be done from a Trust & Estate as well as investment perspective before selling your company. The goal is to put yourself in the most advantageous position possible from a tax and investment perspective to help you and your family make the most of the money you make.

This event is a part of #SFTechWeek, a week of events hosted by the top founders, funds, and companies to bring together the tech ecosystem. Learn more at www.tech-week.com.

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