From Term Sheets to Trusts: Wealth
Strategies and Cross- Border Planning
for New Tech Founders and Investors

IBA / ABA 2026 U.S. and Europe Tax Practice Trends

In a market where exits can happen overnight and valuations shift by the quarter, the first 18 months after a tech company’s launch or liquidity event are decisive for long-term wealth outcomes. The panel brings together wealth advisors and lawyers from three European jurisdictions (including Switzerland) and the United States to demystify what new tech founders and investors need now: tax-smart equity planning, cross-border structuring, risk management, and next-gen governance.