To choose a wealth manager after selling your business, start with your own situation, then put the same twelve questions to two or three firms in writing. This guide gives you the questions, a scorecard to mark the answers, what UK and US clients pay, and how to switch firms.
You can hand your money to an adviser, a wealth manager, a private bank or a multi-family office, and each sells something different. What you're shown depends on how the firm is paid, and one email this week tells you.
The AI roll-up model is already buying in the UK and Europe. Who the buyers are, what 2026 did to the big accountancy platforms, and the ownership and AI rules a founder here should know.
AI roll-ups fail in three ways: the valuation gap never closes, the buyer buys faster than it integrates, or the AI doesn't do the work. The cases so far, and the signs of a platform built to last.
After selling a business, many founders keep months or years of spending in cash. Bank deposits, money-market funds, gilts, and gold each protect you from a different risk and earn different after-tax, inflation-adjusted returns. Five questions help you check where your cash sits.
Many founders spread their investments but keep their bank, holding companies, home and passport in one country. Here's how to diversify those too, what it costs, and a 10-minute check you can run yourself.
Can AI do the due diligence on a fund or a deal for you? In a 2026 test, the best model got 57% of questions on SEC filings right, even with the right passages in front of it. You'll also see what one evergreen fund's small print says about fees and getting your money out, and get a prompt to try.
Hedge funds can help your portfolio lose less in a bad year, and they often make less in good ones. On $1m over five years, a feeder could leave you a little over half the gain after both layers of fees. Five questions to ask before you invest in one.
Founders with $5M–$100M get offered plenty of products and little help running the whole thing. Capital Founders OS is a model for that: four pillars, you in the middle, top professionals on call and systems doing the heavy lifting.
Once they've sold, many founders put their money back into what they already know, often without noticing. Why that happens, and how to check your own holdings.
Most of your wealth sits in one company, and the sale is the move you spend years picturing. Why it's OK to take some money off the table as the business grows, what that does for your risk and your stress, and what two founders got from billion-dollar valuations.
Ask about a family office at $30m and you get four names back and almost no prices. What each one costs, who ends up making the decisions, and what you are really buying when someone offers you a fractional setup.
