This white paper draws upon the collective experiences observed over decades within networks of ultra-high-net-worth individuals – particularly those who have transitioned from the demanding world of entrepreneurship to the often-perplexing realm of wealth management. It illuminates the critical considerations and common pitfalls that entrepreneurs face after the exhilaration of a successful exit fades. We delve into the crucial aspects of preserving and growing wealth, addressing the unexpected emotional challenges, and adapting to a new identity beyond the business they built.
The first quarter of 2025 has been marked by significant developments: a shift in Federal Reserve expectations, escalating trade tensions, and a notable decline in consumer sentiment. Recent announcements regarding new tariffs have further influenced market dynamics, underscoring the importance of staying informed and maintaining a disciplined investment approach.
