If you’ve built and managed a successful business, you’ll know the importance of planning
The sale of your business is the moment at which you crystallise years of effort. It’s the point of reward for everything you and your family have risked and put into the venture.
There are many factors you will not be able to control in the sale of your business. But in a great many areas, planning ahead will help maximise value at the moment of sale. It will also ensure that you are prepared for the life stages that lie ahead.
Consideration of other family members’ interests and those of key business partners, are one likely factor to plan for ahead of a sale. Tax, income replacement, and the nature of any future involvement in the business are other issues.
Transformation: life beyond your business
For many, the sale of an all-consuming business is a transformative moment. You’ve gone from the demands of looking after a business to something very different – the choices and challenges involved in looking after your money. It’s not only a change to your financial circumstances, but it entails a psychological shift, too.
You may choose to retire, or start another business, or go into some form of voluntary or civic work. We can be by your side as you take all the time you need to adjust.
CASE STUDY
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.
CASE STUDY
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.
Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.
If you’ve built and managed a successful business, you’ll know the importance of planning.
There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?
Generating a regular and reliable income from your investments.
How many countries do you call home? How many currencies do you regularly spend in?
