Menu
The client, an entrepreneur with a rapidly expanding technology startup, approached Umber Wealth seeking a comprehensive wealth management solution. With the recent influx of capital from venture capital funds and the increased valuation of their company, the client needed strategic advice on wealth preservation, growth, and diversification.
The client’s assets were heavily concentrated in tech stocks, including significant equity in their own company. This posed a high risk due to market volatility and sector-specific downturns.
The client’s recent financial success brought about significant tax liabilities that needed strategic planning to optimise.
Despite the client’s young age, they were concerned about ensuring the longevity of their wealth and the continued success of their enterprise.
The client was deeply interested in philanthropy but lacked a structured approach to charitable giving.
We conducted an in-depth analysis of the client’s financial situation and developed a diversification strategy to reduce dependence on tech stocks. This included investments in real estate, international markets, and bonds, creating a balanced portfolio that reduces risk and enhances long-term stability.
Our team collaborated with leading tax advisors to structure the client’s investments and business assets in a way that minimised their tax burden. This involved setting up trusts, exploring tax-efficient investment vehicles, and taking advantage of international tax breaks.
We facilitated detailed discussions with the client to outline their vision for the future of their wealth and business. This led to the establishment of clear estate planning documents, including wills and directives, to ensure that their legacy would be managed according to their wishes.
We helped the client establish a charitable foundation, aligning their philanthropic activities with their personal values and interests. This not only fulfilled their desire to give back but also provided additional tax benefits and enhanced their personal and corporate brand.
The client’s asset base was successfully diversified, reducing the risk profile from highly volatile tech stocks to a more stable, multi-asset portfolio.
Our strategic tax planning resulted in a substantial reduction in immediate tax liabilities and improved the efficiency of future tax obligations.
The client now has a robust succession plan that ensures the continuity of their business and the protection of their personal assets.
The foundation has become a significant player in the client’s areas of interest, contributing to societal change and enhancing the client’s personal fulfilment and public profile.
+45 89 87 17 96
info@umberwealth.com
Pilestraede 60, 1112, Copenhagen
Copyright © 2024. All rights reserved.