Post-exit planning for business owners

The recording will explore the types of wealth management strategies and structures that are commonly used by founders once they have sold their business.

• Strategies commonly used by entrepreneurs
• Investment structures for founders
• Building a portfolio, asset allocation, risk reduction


Luke Brooks (1)
Managing Partner

Luke Brooks

Financial planning

Nick Travis Investment management
Partner, Head of Entrepreneurs, Investment management

Nick Travis



The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

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Time & Location

12:00 - 13:00 GMT

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