Wealth Management for Entrepreneurs - because it's not all about the money

Selling your business can mean security not just for you but for generations to come. Being confronted with a large amount of money can be daunting even for experienced business owners.

  • How much do you need for yourself?
  • How much should you give to your children? You don't want them to struggle but you don't want to take away their ambition.
  • How do you make sure your wishes will be respected after you've gone?
  • Which tax structure should you use and is this likely to stand the test of time?
  • How should you invest for the very long-term?
  • Should you think about philanthropy?

We have a specialised approach for larger portfolios that addresses all these issues in a structured, measured way. Importantly, it keeps you in control throughout the process.


Helping entrepreneurial owners create a focused, differentiated business with distinct brand, vision and values.


Designing and implementing strategies to turn a profitable business into a valuable business.


Understanding that for successful business owners it is about much more than the money.