The New Rules of Executive Wealth: Clarity, Control and Choice

Today’s leaders manage more than companies—they oversee increasingly complex personal balance sheets. But most financial advice wasn’t designed for executives navigating concentrated equity, liquidity constraints, family obligations, and a rapidly shifting macro environment. How should leaders think about timing liquidity events, managing risk across public and private markets, and planning for taxes, philanthropy, and generational wealth transfer? This session brings together experienced operators and advisors to share the frameworks, trade-offs, and decisions shaping how top executives gain greater clarity, control, and choice over their wealth. Mitra Best, Founder and CEO, Avvra Anna Maria Nekoranec, CEO and Co-Founder, Align Private Capital Karla D’Alleva Valas, Head of Private Wealth Management, Fidelity Moderator: Claire Zillman, Fortune Hosted by Fidelity