Entrepreneurs
When your wealth is a business you built.
For founders and owners, wealth is real but concentrated, illiquid and bound up with identity. We help you plan around it, through growth, a transaction, and everything after.
The challenge
One asset, doing all the work.
The entrepreneur's balance sheet is unlike any other. Most of the wealth sits in a single, illiquid asset, the business, and most of the risk sits there too. Personal and corporate finances are entangled, and the founder's attention is, rightly, on the company rather than the portfolio.
Our role is to bring order and diversification to that picture without distracting you from building. We plan around the concentration while the business grows, prepare you long before any transaction, and help turn a single great asset into durable, diversified wealth once it is realised.
The journey
We meet founders at every stage.
While you build
Personal planning around a concentrated position: liquidity, protection and structure that support the business rather than compete with it.
As you transact
Preparing for a sale or funding event well in advance, so that tax, structure and the plan for the proceeds are ready before the deal closes.
After the event
Turning a single liquidity event into a diversified, enduring portfolio, and preparing the next generation to steward it.
Preparing for a liquidity event
The work that pays off is done early.
Structure
We put the right ownership and personal structures in place, ideally years before a transaction.
Plan the proceeds
We agree, in advance, what the capital is for, so decisions are made calmly rather than under pressure.
Execute
Around the event, we coordinate with your advisers on tax, liquidity and timing.
Deploy
Afterwards, we put the capital to work patiently, into a portfolio built for the long term.
How we help
Built for the founder's situation.
Diversification, sensitively
We reduce concentration risk over time and with your buy-in, never forcing a sale of what you have built.
One coordinated team
We work alongside your lawyers, accountants and bankers, so the whole picture is managed as one.
Access after liquidity
The full institutional platform, private markets included, becomes available once capital is realised.
The next generation
We help prepare heirs to understand and steward wealth that arrived suddenly and substantially.
In practice
They started working with us two years before the sale, not two weeks after. By the time it closed, every decision that mattered had already been made calmly.
For founders and owners
How we support entrepreneurs.
Questions
What clients ask us first.
Continue
Related capabilities.
For founders and owners
Plan early, decide calmly.
Speak with us about the wealth still held in your business, and the future you intend it to fund.