newsfilter.io

Michel Del Buono

Showing 12 of 2 transcripts.

  1. Sourcery with Molly O'Shea57 min

    CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI

    Michel Del Buono, Molly O'Shea

    This comprehensive discussion explores wealth optimization strategies for founders and high-net-worth individuals, covering critical topics such as Trust, Estate, and Tax Planning, Secondary Market dynamics, and Portfolio Construction. Key figures and experts address the risks of isolated trust structures, the complexities of SPV secondary deals, and the tax efficiencies of real assets like data centers and qualified small business stock. The dialogue concludes by emphasizing a multidisciplinary approach that aligns investment diversification with global mobility choices and specific family values to maximize legacy and minimize unnecessary tax liabilities.

  2. Sourcery with Molly O'Shea1h 1m

    Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office

    Marc Andreessen, Ben Horowitz, Michel Del Buono, Molly O'Shea

    Perennial, a multi-family office founded by Marc Andreessen and Ben Horowitz, serves a select group of principals and founders by employing professional investors rather than traditional service-oriented wealth managers. The firm addresses critical gaps in the wealth management industry, such as the misalignment of flat fee structures and the lack of tax optimization for high-tax jurisdictions, by offering customized asset allocation and in-house alternative investment teams. Through rigorous due diligence and strategic guidance on liquidity events like the potential SpaceX IPO, Perennial helps its clients navigate complex tax liabilities, diversify concentrated stock positions, and avoid the pitfalls of reinvesting directly into early-stage ventures without systematic analysis.