Entrepreneurs
Working with entrepreneurs
80% of our clients are first - or second - generation beneficiaries of entrepreneurial wealth. As they are often focused on managing their businesses, personal financial issues may take a back seat. Whatever stage of your journey, we can help you make the most of your business for you and your family.
A unique gateway to our expertise
We specialise in the strategic management of business and professional wealth, supporting entrepreneurs, family-owned businesses, managers of private equity-backed companies and executives of listed companies.
Business owners who work with Rothschild Martin Maurel benefit from a unique multidisciplinary approach, bringing together the expertise of a private banker, a corporate finance advisor, a wealth planning specialist and an investment manager. This coordinated model enables us to address both business and personal wealth considerations through a single point of access.
Tailored advice
We work as one team to address the full range of entrepreneurs’ personal and professional needs, providing comprehensive support that builds on the Group’s advisory businesses, including Global Advisory and private capital investing through Five Arrows.
Our expertise in corporate advisory and wealth planning enables us to take a holistic view of both professional and private assets, allowing us to act as a trusted adviser to the entrepreneur, the family and the business alike.
A dedicated multidisciplinary team, comprising a Private Banker, Corporate Advisory Banker, Wealth Planner and Investment Manager, coordinates the management of your personal and professional wealth.
Working in close collaboration, these specialists continuously assess and optimise your legal and tax environment, oversee your financial assets and, where appropriate, support the administration of your wider asset base.
Your present and future projects
Growth
Too often entrepreneurs neglect their personal finances in pursuit of business growth. But it's never too early to seek the right advice - whether it's building wealth during the development phase or finding the right financial partners for your growth projects.
We bring our expertise to you, when it comes to your investment and international development needs. In addition, in collaboration with our Global Advisory teams, we advise entrepreneurs on fundraising and external growth initiatives.
Selling
For your business
The market environment, the nature of the business, and your personal and professional objectives are key factors in your decision to sell, so you'll want a strong personal advisory team alongside your corporate one. We work closely with our Global Advisory division to champion your personal interests, while your corporate team can focus on your business.
For you
Selling a company is undoubtedly a major event in the life of an entrepreneur and affects your daily life and projects. It is crucial to consider the decisions to come and to anticipate the future. Whether it is a question of reinvesting the funds from the sale or pursuing philanthropic projects, by providing you with the right advice on personal finances, we can help you make the right decisions in terms of structuring, planning and taxation.
