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Helping you maximise the rewards of your efforts and success

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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.

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.

Realising the value of your business

Case studies

CASE STUDY

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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CASE STUDY

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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Join our network

Become part of our network of entrepreneurs, advisers, mentors and investors. For invitations to future entrepreneur events and to receive news and views from Cazenove Capital, sign up here.

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.

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Karan Sejpal

Email Karan
+44 (0)20 7658 1170

  • Your priorities
    • Sustainabilty
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events
    • Webinars
    • Young investor webinar series
  • Contact us
    • Birmingham
    • Bristol
    • Chester
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    • Manchester
    • Oxford
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