Startup exit support: our.capital presents guide for wealth management

Marc Nemitz Marc Nemitz | 14.08.2023

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

The team of our.capital, 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 for wealth management. This guide is aimed at founders and managers of startups and provides 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 how best to manage 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.

After an exit event, many of these founders, angels and managers ask themselves how to deal with the new asset growth and how to 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 addresses the optimal distribution of assets, but also sheds light on legal and tax considerations. In addition, long-term family planning considerations are addressed to ensure sustainable wealth protection over 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 the promotion of a conscious handling of financial resources after a successful startup exit. Founders and managers can benefit from the field-tested advice and sound insights to effectively manage their assets. The first part of the article series is available online and can be viewed at the following link: Click here to access the article.


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