Managing wealth following a liquidity event
Selling a business is a chance to crystalise the value created over years of hard work and to explore new opportunities. But true value can only be realised when there’s clear purpose and a comprehensive plan, with the appropriate wealth architecture and investment approach.
-
Investment solutions
A disciplined, long-term approach is central to well-diversified portfolios, helping investors navigate changing circumstances. Whatever has prompted the decision to sell, owners need to be clear on what they hope to achieve through the transaction. By focusing on the long term, investors can grow their capital and make the most of assets set aside for future plans and generations.
Learn more about our investment services
-
Wealth solutions
Thinking over all these things can help a business owner imagine– and examine – aspirations, before settling on a vision for the future. Wise investing is only made possible with well-defined strategies and properly structured wealth governance.
Learn more about our wealth solution services
Pictet: a bank for entrepreneurs, by entrepreneurs
At Pictet, our independent partnership structure allows us to seamlessly blend entrepreneurial values with business expertise. As entrepreneurs ourselves, we understand the journey our clients are on. We dedicate time to understanding our clients' visions and priorities, offering tailored support through business exits and strategic planning for the future. Our focus is on securing their wealth and fostering growth, empowering entrepreneurs to achieve their goals with confidence.
