Business owners and entrepreneursWe can help you maximise the rewards of your efforts and success.
Cazenove Capital has been working with successful business owners and their families for many years. Today, a significant proportion of our UK clients have a background in founding and running businesses.
While business owners often have similar requirements, we know that every situation is unique and our approach is highly personalised. Our dedicated business owners team is here to help you to maximise the rewards of your efforts and success. We can help you to structure your wealth before a business exit, navigate the sale of part or all of your business and help you plan for the future once you’ve sold.
Our specialists across the UK will work closely with you to understand your specific needs and goals. So whatever stage of the journey you may be at, we’re here to support you.
Realising the value of your business
The decision to sell a business is likely to be one of the most important in your career. This is when years or decades of effort, ingenuity and courage are crystallised.
Planning ahead will help you to maximise the value of your business at the moment of sale. It will also ensure that you are prepared for the life stages that lie ahead.
How we helped an entrepreneur structure her wealth following a significant business sale
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped her plan for the efficient transfer of wealth to her children and charity, while providing a high degree of flexibility and minimizing complexity.
Helping a successful entrepreneur transition his wealth into a diversified, long-term portfolio
Our client is a UK resident, non-UK domiciled entrepreneur. We worked with him over a number of years to reduce his exposure to a listed company and build a long-term, diversified portfolio. We tailored our strategy to take into account his tax status.
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To discuss your wealth management requirements, or to find out more about our services, please contact us below.