Keystone Global Partners

Keystone Global Partners Forward-Thinking Wealth Management For Founders, Entrepreneurs, and Families

Keystone Global Partners is an independent private wealth management firm specializing in exit planning, post-liquidity wealth management, and tax strategies for startup founders, entrepreneurs, and ultra-high-net-worth families. We guide clients through company sales, liquidity events, and Qualified Small Business Stock (QSBS) planning, delivering institutional-caliber investment strategies, soph

isticated financial planning, and founder-specific frameworks to help preserve, grow, and deploy wealth after an exit.

High inflation, market volatility, and 2022 bond market performance has caused many investors and advisors who’ve hesita...
12/28/2022

High inflation, market volatility, and 2022 bond market performance has caused many investors and advisors who’ve hesitated to invest in alternative investments to reconsider portfolio optimization and diversification. Here are some considerations.

Alternative investments have become more mainstream in recent years, but be sure you understand these major considerations before investing in the asset class.

Investors and advisors have many alternative investment options available to them and building a private investment prog...
12/23/2022

Investors and advisors have many alternative investment options available to them and building a private investment program can improve the overall risk-return characteristics of a portfolio when implemented properly. Just make sure to understand the dynamics of the asset class!

Alternative investments have become more mainstream in recent years, but be sure you understand these major considerations before investing in the asset class.

If you’re a founder preparing for an exit, think strategically in advance about tax minimization to optimize the opportu...
12/05/2022

If you’re a founder preparing for an exit, think strategically in advance about tax minimization to optimize the opportunity set that is presented to you.

The amount of taxes you pay upon an exit can seriously cut into your take-home, but advanced tax planning can help you reduce your tax burden, often significantly.

The amount of taxes you pay upon an exit can seriously cut into your take-home. Here’s our article on the significance ...
12/01/2022

The amount of taxes you pay upon an exit can seriously cut into your take-home. Here’s our article on the significance of advanced tax planning to reduce your tax burden.

Personal tax planning can ultimately impact a founder's take-home proceeds as much as exit-level valuation changes can.

When tech founders have an exit, valuation gets a lot of attention. But too much emphasis on valuation leads to too litt...
11/29/2022

When tech founders have an exit, valuation gets a lot of attention. But too much emphasis on valuation leads to too little consideration for what stockholders and stakeholders pay in taxes.

The amount of taxes you pay upon an exit can seriously cut into your take-home, but advanced tax planning can help you reduce your tax burden, often significantly.

Looking to sell your company? Taxes owed will depend on what type of equity is owned, how long it’s been held, where you...
11/23/2022

Looking to sell your company? Taxes owed will depend on what type of equity is owned, how long it’s been held, where you live, and potential tax rate changes. If you’re thinking about taxes now, you’re ahead of the game.

Personal tax planning can ultimately impact a founder's take-home proceeds as much as exit-level valuation changes can.

California just passed a law designed to increase paid family leave benefits - at the expense of increasing the top marg...
11/08/2022

California just passed a law designed to increase paid family leave benefits - at the expense of increasing the top marginal income tax rate to 14.4%, with the authority to raise it even more if needed.

California enacted legislation that effectively increases the marginal tax rate on individuals earning over $1 million per year to 14.4%.

High earners in California will be in for a surprise come 2024. Governor Gavin Newsom recently signed SB 951 into law, e...
11/02/2022

High earners in California will be in for a surprise come 2024. Governor Gavin Newsom recently signed SB 951 into law, effectively increasing the top marginal income-tax rate to 14.4% for some high-income earners.

California enacted legislation that effectively increases the marginal tax rate on individuals earning over $1 million per year to 14.4%.

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2128 W 32nd Avenue, Suite 200
Denver, CO
80211

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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