Before a business sale
Coordinate personal objectives, adviser responsibilities and liquidity needs ahead of a potential transaction.
Our expertise / Specialist
Entrepreneurs & executives
Business ownership and senior roles can create wealth in concentrated and uneven ways. Your personal strategy should develop alongside your professional ambitions.
Discuss your priorities
Navigate significant change
After a liquidity event
Organise the decisions around cash, investment timing, family commitments and longer-term planning.
Company concentration
Bring business exposure and employer shares into the wider discussion of risk and diversification.
Executive remuneration
Coordinate specialist consideration of equity awards, bonuses, pensions and changing income.
Succession and transition
Connect business continuity, future roles and personal financial independence.
The aim
A personal wealth workstream that sits alongside your business and transaction advisers.
How this area is delivered
KPO offers strategic business and personal coordination. Corporate-finance, legal, tax and investment services require the relevant separately agreed professional engagement.
A confidential first step
Let’s put your wealth
in perspective.
Tell us what matters to you.
We can explore the right next steps together.