Barak Rabinowitz has developed his expertise on three continents: First as a young man on Wall Street, then as a startup founder in London, and now as co-founder of F2.
Steve Datnow is a San Francisco Bay Area engineer and entrepreneur. He has been involved in five liquidity events, first as a startup employee, and most recently as a founder. He grew his most-recently acquired company, human resources software maker OrgChart5 Inc., from zero to 1,500 customers by bootstrapping, leveraging his connections, and negotiating well....
Peter Herz is a serial entrepreneur turned venture capitalist. Currently, he is general partner of 1st Course Capital, a VC firm focused on early-stage food and agricultural companies.
Robin Wolaner has achieved many career milestones: At 27, she was the youngest publisher of a national magazine; in 1986, she launched Parenting in a $5 million joint venture with Time Inc.
Did you know that Elon Musk is not a founder of Tesla? That honor belongs to Martin Eberhard and Marc Tarpenning, longtime clients of our guest, attorney Mark Cameron White. White shares stories and wisdom from decades of practicing law in Silicon Valley and around the world. He talks about the importance of building a...
Joyce interviews serial startup founder and Nextbite President Paul Allen, who started seven companies, four of which had liquidity events. He shares what he’s learned about resilience.
Stock option tax guru Roy Bukstein was the first CFO of Oracle. After the IPO, he left to start a CPA firm where he advised Marc Benioff and Larry Ellison, among others. On this episode, he shares stories from his decades in Silicon Valley along with tax planning strategies you can use, too. Roy Bukstein’s...
Lots of startups are identified with their founders, and vice versa. But to truly thrive, companies need a plan for the unexpected—and the eventual expected—departure of the founder. In this episode, Joyce Franklin talks with wealth management industry icon Tim Kochis about succession planning for entrepreneurs, how he founded, grew, and merged his firm to...
Shopify CTO Allan Leinwand is a serial startup executive who has worked at many fast-growing tech companies, including Slack, Zynga, ServiceNow, and Cisco Systems. On the series premiere of Startup Wealth, he shares his unique and successful approach to selling stock after a liquidity event, how he chooses the tech companies he works for, and...
Starting or joining a brand-new company is one of the most exciting things you can do in business. It’s also one of the scariest. The Startup Wealth podcast is here to guide you. Each week, CPA and Certified Financial Planner Joyce Franklin talks to an expert guest about financial success and lessons learned on the...
Barak Rabinowitz has developed his expertise on three continents: First as a young man on Wall Street, then as a startup founder in London, and now as co-founder of F2.
Steve Datnow is a San Francisco Bay Area engineer and entrepreneur. He has been involved in five liquidity events, first as a startup employee, and most recently as a founder.
Peter Herz is a serial entrepreneur turned venture capitalist. Currently, he is general partner of 1st Course Capital, a VC firm focused on early-stage food and agricultural companies.
Robin Wolaner has achieved many career milestones: At 27, she was the youngest publisher of a national magazine; in 1986, she launched Parenting in a $5 million joint venture with Time Inc.
Did you know that Elon Musk is not a founder of Tesla? That honor belongs to Martin Eberhard and Marc Tarpenning, longtime clients of our guest, attorney Mark Cameron White.
Joyce interviews serial startup founder and Nextbite President Paul Allen, who started seven companies, four of which had liquidity events. He shares what he’s learned about resilience.

Taking Risks and Making an Impact with Israeli VC Barak Rabinowitz

Barak Rabinowitz has developed his expertise on three continents: First as a young man on Wall Street, then as a startup founder in London, and now as co-founder of F2.
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Negotiating for a “Second Bite of the Apple” with Founder Steve Datnow

Steve Datnow is a San Francisco Bay Area engineer and entrepreneur. He has been involved in five liquidity events, first as a startup employee, and most recently as a founder.
Read More

Luck, Probability & Decision Trees: VC and Entrepreneur Peter Herz

Peter Herz is a serial entrepreneur turned venture capitalist. Currently, he is general partner of 1st Course Capital, a VC firm focused on early-stage food and agricultural companies.
Read More

Breaking the Media Glass Ceiling with Robin Wolaner

Robin Wolaner has achieved many career milestones: At 27, she was the youngest publisher of a national magazine; in 1986, she launched Parenting in a $5 million joint venture with Time Inc.
Read More

Ex-Tesla Attorney Mark Cameron White Shares Startup Tips

Did you know that Elon Musk is not a founder of Tesla? That honor belongs to Martin Eberhard and Marc Tarpenning, longtime clients of our guest, attorney Mark Cameron White.
Read More

Serial Entrepreneur and Angel Investor Paul Allen on Resilience

Joyce interviews serial startup founder and Nextbite President Paul Allen, who started seven companies, four of which had liquidity events. He shares what he’s learned about resilience.
Read More

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Preserving the Wealth of Successful High-Tech Community Members​

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The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

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About Clients

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Client Type Two

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The Four Phases of Tech Executives & Employees Experiencing a Liquidity Event

Intelligent Guidance for Tech Clients

Our firm is uniquely qualified to help members of the tech community make smart financial decisions by explaining the benefits and tradeoffs of various choices you face as part of a rapidly growing company or industry.

As life gets more complicated, an advisor can offer you the following:

  • Peace of Mind—The confidence of knowing you have a plan to achieve your goals.
  • Accountability—A resource who will hold you responsible for implementing your financial plan.
  • A Savings Target—Ensure that you are saving enough today to achieve your goals and maintain your lifestyle in retirement.
  • Tax and Money Savings—Guidance for how to take advantage of tax breaks, avoid inappropriate or excessive insurance, and invest in a tax-efficient, low-cost, risk-appropriate manner.
  • Fast-Track Goal Achievement—Reach your goals faster by ensuring that you’re not wasting money on overpriced or unnecessary financial products, and that your investments are growing in the most efficient way possible.
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