Wealth Strategies Usually Reserved for the Ultra-Wealthy w/ Linda Du

Join Co-Founder and CEO of Moola Money, Linda Du, for an eye-opening workshop on the wealth-building and wealth-preservation strategies often used by high-net-worth individuals, family offices, and institutional investors—but rarely discussed in mainstream personal finance conversations. If you've already built a solid financial foundation through your business, investments, or career, this session will introduce you to the next level of wealth management. Through practical examples and real-world case studies, you'll learn how sophisticated investors think about liquidity, taxes, risk, and capital allocation as their wealth grows. ✔️ Why this matters: Most financial education focuses on earning, saving, and investing. Much less attention is given to the financial decisions that arise once you've accumulated meaningful assets through business ownership, equity compensation, investment portfolios, or other wealth-building vehicles. As your financial life becomes more complex, understanding advanced strategies can help you make more informed decisions, preserve flexibility, and protect long-term wealth. This session is designed for founders, investors, executives, consultants, and professionals who want greater visibility into the financial frameworks often used by high-net-worth individuals and family offices. ✔️ You'll learn how to: Understand wealth-management strategies commonly used by high-net-worth individuals and family offices Evaluate when portfolio-backed lending can be useful and the risks involved Explore the role of private market investing, including venture capital, private credit, and secondary funds Use tax-aware investing and tax-loss harvesting to improve long-term outcomes Balance liquidity, growth, and risk as your assets increase Identify which advanced financial strategies are worth exploring—and which may be unnecessary for your situation ✔️ About your expert: Linda Du is the Co-Founder and CEO of Moola Money, an AI-powered financial planning platform helping people make smarter financial decisions and build long-term confidence with money. She is also the Founder and Managing Director of Okta Investment, a private investment company recognized as Germany’s Best Alternative Investor in 2025. Previously, Linda was an Engagement Manager at McKinsey & Company, advising leading retail banks and wealth management institutions. Drawing on experience across public markets, private investments, real estate, and venture capital, she is passionate about making sophisticated financial knowledge more accessible.