How do making work optional, raising financially fit kids, and philanthropy come together?

These and many more subjects are humorously demystified in TECH SUCCESS. Writing in a light conversational tone, local authors Trevor Strudley and Heather Stiles, make sense of weighty subjects including investing, estate planning, charitable giving, and tax mitigation.

Lance Linares, Chief Executive Officer of the Community Foundation, will lead a conversation with the authors, on how the book answers tough-but-important questions:

  • When will work become optional for me?
  • Have I protected my family against disasters: financial, medical and natural?
  • What should I do to manage the risk of concentrated stock positions?
  • Is my estate plan in order, or will I leave a mess for my family to clean up?
  • Have I prepared my kids to inherit significant wealth?
  • How can I make a meaningful difference in my community?

TECH SUCCESS is a practical, accessible guide for technology executives on how to manage, preserve, and transfer multigenerational wealth while making a meaningful impact in the community and the world. This book reflects lessons learned from hundreds of client experiences, and includes insights from local experts in the fields of wealth management, tax and estate planning, insurance, and philanthropic giving.

You don’t have to be a tech exec to appreciate the guidance this book has to offer.

Above all — this is your resource to free up your creative energy and focus on you and your family’s next great adventure!

All net proceeds from book sales will be donated equally to the Community Foundation Santa Cruz County and the Silicon Valley Community Foundation.

If you are an accredited investor keen to read TECH SUCCESS please contact us for your complimentary copy.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented in the book, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Raymond James' sponsorship, endorsement, association or affiliation of/with the Silicon Valley Community Foundation and the Community Foundation Santa Cruz County or its activities is not implied, nor should it be inferred. Lance Linares is not affiliated with Raymond James.