Archive: estate planning
Track Startup Investments With This Free Portfolio Tool
By Vin Narayanan on May 18, 2022
A member reached out to us earlier this month wondering if there was a good way to track all of the startup investments they had made. This particular investor had made several startup investments across multiple investment platforms and had also done some private placement deals. They also wanted to know how to transfer their startup assets to family members if they passed away. In terms of estate planning and asset transfers, we can’t provide too…