Business owners and entrepreneurs

We can help you maximise the rewards of your efforts and success.

Close to 40% of our clients have generated their wealth through their business interests.

Our experience of helping generations of successful wealth creators teaches us that no two entrepreneurs are alike – but many have similar needs.

One of the most important decisions in your career will be when you come to sell all or part of the business you nurtured through time. This is where years or decades of effort, ingenuity and courage are crystallised

Getting this right takes planning. Considerations include tax efficiency, income replacement, safeguarding your capital, making provision for ongoing business interests and ensuring that your wishes for others, including your family, are taken into account.

Realising the value of your business

You can count on our deep experience at every stage. We can also introduce you to our network of specialist advisers.

For many entrepreneurs, the “exit” or sale of a business entails significant life changes. In our experience, financial rewards bring with them fresh challenges. We can help you make the most of your new freedom and the choices that lie ahead.

Case studies

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.

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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.

Our latest insights

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.