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The Investor With Joel PalathinkalAuthor: Dr. Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life, and supports the continuing education for the next generation of allocators Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ashish Shah: Wealth advisor at multi-family office RIA Syon Capital
Sunday, 25 October, 2026
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 stacking using strategic trust structures (such as SLATs, DINGs, and generation-skipping trusts), and leveraging charitable trusts alongside tax-loss harvesting. In addition, Ashish shares practical insights on managing secondary share sales for interim liquidity, tailoring holistic portfolio allocations across alternative investments, and why early planning is essential to protect multi-generational family wealth. #WealthManagement #FamilyOffice #TaxStrategy #QSBS #EstatePlanning #PreLiquidityPlanning #HighNetWorth #FounderFinance
