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.