Beyond Liquidity: Creating Legacy and Impact Post-Exit
Presented By: HT|TC Wealth Partners / National Christian Foundation
For executives, a liquidity event marks not only financial success but also the opportunity to transition from success to significance. This session will focus on life after liquidity, exploring how leaders can leverage their wealth and influence to create lasting legacies. Panelists will discuss the importance of personal and family involvement in philanthropy, board leadership, and volunteerism. You’ll learn how to thoughtfully plan your post-exit life, make meaningful contributions to society while leaving a legacy that reflects your values and vision for future generations.
Moderator:
V.P., Charitable Wealth Strategist
National Christian Foundation
As a charitable wealth strategist and attorney at NCF, Michael works with generous families and their professional advisors, sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities.
In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of complex assets including closely held businesses, real estate, and intellectual property assets. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and in most cases avoids estate tax completely—regardless of the size of their estates.
Panelists:
Founder & Managing Partner
Creation Investment Capital
Mr. Fisher founded Creation Investments in 2007, leaving JPMorgan with a vision to find profitable solutions to difficult social and environmental challenges. He is a leader in the financial services industry globally and leads various aspects of the firm’s operations. Mr. Fisher chairs the firm’s Investment Committee and sits on the board of several of the firm’s portfolio companies globally, along with other for-profit and not-for-profit institutions.
Mr. Fisher received a Master of Business Administration from Northwestern University and Bachelor of Arts in Philosophy, Theology, and Computer Applications from the University of Notre Dame. He speaks basic Chinese and is fluent in Spanish. Mr. Fisher lives in Chicago with his wife, children, and dog.
Former President & Owner
Garvin Industries Inc.
Former Owner & President of Garvin Industries, a manufacturer of electrical, low voltage and lighting product for the construction industry. During his twenty-five-year tenure at Garvin Industries revenue increased over 30% per year driven by strong demand from major technology companies such as Facebook, Tesla, Google, Netflix, & Amazon. In 2005, Mr. Garvin established Garvin Hangzhou Hardware, an International Manufacturing Operation with offices in Shanghai, Ningbo, & Xaioshan China. After 23 years of consecutive growth, Garvin Industries was acquired by Southwire Inc of Carrolton, Georgia in 2018.
Mr. Garvin currently serves as President of MCC Holdings, a real estate investment company specializing in residential and industrial property renovation. He and his wife Lisa actively partner with over twenty Non-Profits Organizations primarily serving children and teenagers throughout the United States.
Managing Director - Head of Estate & Financial Planning
Hightower
David Work specializes in providing comprehensive estate and financial planning services for Hightower Advisors and their high-net-worth clients. He joined Hightower after a 23-year tenure at Merrill Lynch Private Wealth Management. In his role, David worked closely with clients and their professional advisors to develop and implement complex estate plans. Prior to working at Merrill, he was Senior Analyst with The Nautilus Group and an attorney in private practice specializing in estate planning and tax-exempt organizations. David serves on the Advisory Council to The Dallas Foundation and teaches Financial Literacy to graduating seniors as an Adjunct Faculty member at Texas Christian University.