Start-up exit support: our.capital presents guide for wealth management

Startup exit: our.capital & Jan Voss present a guide to wealth management. Optimal wealth management & legal aspects. Practical tips for founders & managers.

The our.capital team, consisting of Tobias Szarowicz, Torsten Jensen, and Tamara Haydu, in collaboration with Jan Voss, Managing Director of Cape May Wealth and Head of Family Office at BLN Capital, has presented a guide to wealth management. This guide is aimed at founders and managers of startups and offers practical information on wealth management after a successful startup exit.

A successful exit is the result of hard work by founders, business angels and managers. But after this milestone, questions often arise about the optimal management of the acquired assets. The guide "Wealth Management for Founders and Managers of Startups - A Guide to Asset Allocation and Legal and Tax Implementation - Part 1" offers sound insights into this topic.

Many of these founders, angels and managers ask themselves after an exit event how they can deal with the new increase in assets and how they can manage the assets.

Tobias Szarowicz, Co-Founder our.capital

Tobias Szarowicz, Torsten Jensen, Tamara Haydu and Jan Voss have pooled their expertise to create a guide that goes beyond financial matters. The guide not only deals with the optimal distribution of assets, but also highlights legal and tax aspects. It also addresses long-term family planning considerations to ensure sustainable wealth protection across generations.

The series of articles, the first part of which is now available free of charge, provides practical knowledge and offers guidance for people facing important financial decisions. It is based on a partnership between our.capital and Jan Voss and aims to provide a reliable source of information for the startup community.

The guide is a contribution to promoting the conscious use of financial resources after a successful startup exit. Founders and managers can benefit from the tried-and-tested advice and sound insights to effectively organize their asset management. The first part of the article series is available online and can be viewed at the following link: Click here for the article.