In many ways we are culturally conditioned to avoid wealth as a topic, with many people believing that it is presumptuous to plan for money that has not yet arrived. But for private equity-backed CEOs, delaying planning could be of the costliest mistakes you can make.
Stonehage Fleming’s Wealth Planning team helps entrepreneurs, wealth creators and families manage their wealth and grow their assets through long-term, comprehensive strategies.
Our Head of Wealth Planning, Susie Hillier, is an honorary member of PepTalks, a group that empowers private equity-backed CEOs and CFOs with the skills, confidence and connections necessary for success. She uses her experience and expertise to advise PepTalks members on how to achieve their long-term financial goals.
Here, Susie and Wealth Planning Associate Director, Adam Turner, lay out the top five things private equity-backed CEOs should consider when preparing to exit a business.
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