Entrepreneurs & Families

Wealth planning for entrepreneurs and business-owning families

Business sales, succession and family wealth require a coordinated strategy. We support entrepreneurs, families and family offices with liquidity planning, reinvestment and governance.

Entrepreneurs

Entrepreneurial wealth is rarely cleanly separated from private wealth. Liquidity planning, business sales, succession, reinvestment, holdings and personal security are all interlinked. We support entrepreneurs before, during and after decisive phases — growth, financing, sale, handover or reorientation.

Family Wealth

Family wealth needs structure, communication and clear governance. The aim is to keep wealth effective across generations. Key topics include the roles of family members, the education of the next generation, distribution policies, risk budgets, philanthropy, foundations and international dimensions.

Family Offices

Family offices require institutional quality, access to research, capital-markets expertise, reporting, credit solutions and specialists. Vortex Street Fund positions itself as an interface that consolidates strategic questions and enables coordinated solutions — working alongside your existing tax and legal advisers, not in their place.

Typical Situations

Planning for business sales, succession and financing

Sale of a Business

Preparation, the liquidity event and restructuring of the proceeds — guided discreetly, before decisions are made under time pressure.

Succession & Handover

Handover to the next generation or to external buyers — with clear roles, timelines and governance.

Growth & Financing

Reinvestment, holdings and liquidity planning when entrepreneurial opportunities tie up capital.

Reorientation

When life circumstances change: from concentrated entrepreneurial risk to a broadly structured wealth architecture.

Coordinating with tax advisers, legal advisers and family offices

Complex wealth situations require multiple perspectives. We do not see ourselves as a substitute for independent tax or legal advice, but as a coordinating interface: we consolidate strategic questions, prepare decisions and work closely with your existing advisers, your family office and your shareholder committees.

Wealth questions for business-owning families

When business, family and private assets intersect, a shared basis for decisions makes priorities clearer.

How can concentration risk be identified?

Consider the business's share of total wealth, personal guarantees and exposure to similar sectors together.

Who decides on distributions?

Defined responsibilities and written objectives can surface different family expectations and address potential conflicts early.

Where does succession planning begin?

Start with roles, a timeline and information needs. Legal and tax implementation requires the relevant specialist advisers.

Family Governance for Business-Owning Families

Explore how clear roles, shared rules and communication help business-owning families make wealth decisions and prepare for the next generation.

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Investing Wealth After Selling a Business

How to structure business sale proceeds: plan liquidity, spread risk and define your wealth goals before making individual investment decisions.