Entrepreneur: Transitioning from Business to Wealth Management
An entrepreneur with $30M in capital following a successful business exit sought institutional-grade discipline and intellectual control over their wealth management strategy.
The Challenge
After building and selling a successful business, the entrepreneur faced the challenge of transitioning from operational decision-making to strategic wealth management. They needed a framework that provided both intellectual engagement and professional rigor while allowing them to understand and trust every investment decision.
Implementation Timeline
Month 1: Discovery & Education
- •Comprehensive wealth assessment
- •Education on institutional investment frameworks
- •Discussion of personal financial goals and risk tolerance
- •Development of customized strategy
Month 2-3: Strategy Development
- •Creation of asset allocation framework
- •Identification of core investment themes
- •Development of risk management protocols
- •Establishment of monitoring procedures
Month 4-6: Implementation
- •Execution of core holdings
- •Integration of early-stage opportunities
- •Establishment of reporting systems
- •Ongoing communication and education
Year 1+: Active Management
- •Quarterly strategy reviews
- •Rebalancing as needed
- •Opportunistic adjustments
- •Continuous education and engagement
Key Metrics
| Metric | Before | After | Improvement |
|---|---|---|---|
| Annualized Return | 8-10% | 9.2% | On Target |
| Maximum Drawdown | <15% | 12% | Better |
| Volatility | <12% | 10.5% | Better |
| Sharpe Ratio | >1.2 | 1.4 | Exceeded |
| Time to Understand Portfolio | N/A | 2 hours/quarter | Excellent |
Outcomes
The entrepreneur achieved 9.2% annualized returns with 12% maximum drawdown, significantly outperforming traditional wealth advisory approaches. More importantly, they gained intellectual control and deep understanding of their investment strategy, enabling confident decision-making and long-term wealth building.
"Kairross gave me back intellectual control of my capital. I understand the framework, I trust the discipline. This is exactly what I needed after the business sale."
Member Testimonial