Planning a Well-Designed Exit Strategy

You’ve done the thing: with a great deal of effort, you have built, grown and are now operating a successful company. The question is, what now? 

Join TiE New York and Bank of America for a evening of conversation regarding what entrepreneurs should be doing when planning for their company's and their own future.

Javier RomeroManaging Director and Wealth Strategies Advisor with Bank of America Private Bank in New York City, will be joining us to provide insight on how you can make your exit-- whenever it may be-- as efficient and profitable as possible.

When: Tuesday, October 4 

Time: 5:45pm - Sign In; 6:15pm, Fireside Chat with Javier Romero

Where: Bank of America's Financial Center at Bryant Park

Cost: Charter Members, Free; Members, $50; Non-Members, $100;

As a Wealth Strategies Advisor--something he’s been doing for almost a decade now--, Javier works closely with high-net-worth families, foundations, and companies, providing them with sophisticated planning advice. Javier joined Bank of America Private Bank (formerly U.S. Trust) in 2013.

Previously, Javier practiced law in the Personal Planning Department of Simpson Thacher & Bartlett LLP and the Trusts and Estates Department of McLaughlin & Stern, LLP. As an attorney, Javier focused on complex succession, tax, and estate planning for high-net-worth individuals and families, focusing on the needs of private fund principals and owners of closely-held businesses.

His is advice that you simply don't want to miss out on.

  • October 04, 2022 at 6:00pm – 8pm
  • Bank of America's Financial Center at Bryant Park
    115 W 42nd St
    New York City, NY 10036
    United States
    Google map and directions
  • $100.00 USD
  • Sarbjeet Rayat

$100.00 USD · Purchase tickets