Beneath the Canopy - February 2025
- Robert Carson
- Feb 1
- 3 min read
Updated: Apr 7
In this month's edition of "Beneath the Canopy"
The Art of Transition- Having sold your business, the next stage can be brought with a world of emotions.
Navigating Family Wealth after Selling your Business- You're now facing a pivotal moment that marks both an end and a new beginning.
From Success to Significance: The Next Chapter After Selling Your Business - For the business owner who has sold their family enterprise, life can feel suddenly like unchartered territory.
Does your Family REALLY need fixing?- I have often seen families grappling with challenges like misaligned goals, generational divides
"Looking East" - Investment opportunities that have crossed my desk this month.
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The Art of Transition
Having sold your business, the next stage can be brought with a world of emotions. Moving from business owner to wealth manager could be ranked with moving home and having your first child as one of the most stressful periods in one's life. But it doesn't have to be.
This month, we look at the 'Art of a successful transition'
Navigating Family Wealth after Selling Your Business
As a successful business owner, you've poured your heart and soul into building a
thriving enterprise. Now, as you contemplate selling your business, you're facing a pivotal moment that marks both an end and a new beginning.
This transition brings with it a unique set of considerations that extend beyond mere finances, touching on family dynamics, legacy planning, and future aspirations.
From Success to Significance: The Next Chapter After Selling Your Business
For the business owner who has sold their family enterprise, life can feel suddenly like unchartered territory. After years - perhaps decades- of relentless focus on building, growing, and sustaining a business, the moment of sale is often both exhilarating and bewildering.
The financial reward may be beyond what they ever imagined, but the question of "what comes next" can be a far more complex challenge to navigate.
Does Your Family REALLY Need Fixing?
I have often seen families grappling with challenges like misaligned goals, generational divides, or the complexities of transitioning from business ownership to wealth management. While these issues may seem daunting, they present opportunities for growth with the right strategies in place.
'Looking East': Investment opportunities
Not investment Advice
With the financial services industry getting their feet back under their desks after the summer break, investor roadshows and presentations are ramping up.
Private market investments into direct businesses have certainly started to gain a lot of interest. I wrote about the attention this investment approach has been gathering in last month's "Beneath the Canopy". Families need to be cognisant that owning a passive business investment can be very different to being an owner-operator. Less control and the potential to have to bankroll businesses beyond initial investments can be two of the major risks. Having said that, the "great wealth transition" is likely to present some remarkable opportunities for those want go down this route.
I will be meeting with a few of these opportunities during February, so keep an eye out in next month's update.
In the meantime, here are some of the opportunities those that I have presented with over the past weeks that have piqued my interest:
KKR Private Infrastructure - A globally and industry diversified portfolio of infrastructure assets. They focus on the three major themes of digitalisation (fibre optic cables, phone towers, data centres), decarbonisation (renewable energy, liquid natural gas) and deconsolidation (corporate carve-out opportunities, sale/leaseback arrangements, asset leasing).
Arbor Enduring Companies - From the team that brought Arbor Permanent Owners (Beneath the Canopy, December 2024), this venture fund is back raising after a 5-year hiatus. Patient capital and a 'slow build' approach to high growth technology is their mantra, taking a similar approach to the more 'nuts and bolts' Permanent Owners' fund. You can read more HERE.
Alantra EQMC- A pan-European small cap fund that applies a private equity techniques by way of a hands on approach with constructive corporate engagement.
Please contact me should you wish to be introduced to any of the opportunities above
Spread the Word
Canopy East is a unique offering for families - giving them an independent advocate to represent their financial interests.
Thank you for your support. Of course, we welcome any opportunity to discuss families who may need our assistance.
Please contact Robert to arrange a time to discuss his services further.
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