Life after Exit
When a technology entrepreneur sold his business in the US and moved his young family back to Europe, he needed to completely restructure his life and finances.
Where should they live? How should he organise and deploy his assets? How could he continue to invest and participate in exciting new ventures?
A full service private office
We started with ensuring the family had a clear plan and the right support. We co-created an over-arching strategy to shape the client’s investment portfolio and worked with him to appoint lawyers and accountants and build a full-service private office.
A new chapter
Having completed their move to Europe, we now work with the client on a number of fronts; overseeing a significant liquid portfolio, wealth planning, accessing real estate opportunities and working alongside him as he builds a portfolio of private holdings.
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