Private Equity Executives

Private equity executives face a unique cocktail of financial challenges and opportunities. We’ll give you a birdseye view of your financial life and connect your finances to the things you value most.

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FINANCIAL PLANNING FOR PE EXECS

Cash tied up in funds. Complex tax arrangements. Questions about getting off the PE roller coaster. And so little time to optimise your affairs and make your money work harder.

That’s why we support a long list of private equity executives at Cooper Parry Wealth, delivering financial planning advice that’s carefully tailored to their circumstances and goals.

FINANCING YOUR FUTURE

We’ll give you a birdseye view of your financial life and connect your finances to the things you value most, like your plans for the future, family, or the legacy you want to leave.

We’ll help you organise and manage your financial affairs too, freeing up your time to focus on achieving your goals. That includes reducing your tax burden, creating efficiencies and incremental gains at all levels to add value over time, and using complex modelling and lifetime cashflows to give you insights on how to structure cash, investments, debt and expenditure.

Often, we find private equity executives have all their financial eggs in one, PE-shaped basket. So, we’ll put the evidence and science of portfolio construction to work to help you build assets outside of PE and achieve financial freedom.

Plus, if you’re looking to embark on a new career away from PE, or want someone in your corner to help you navigate significant life events, we can share our advice and answer any questions along the way.

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WE GET IT

If you’re a private equity executive looking for financial planning advice, we work with, look after and understand people just like you.

We’ll hold you accountable to your goals. We’ll give you peace of mind that your finances are in good shape to achieve them. And we’ll help you lead a better, more rewarding life – whatever that means to you.

HOW CAN WE HELP?

Pension Planning Investments Life Assurance School Fees Planning Long Term Care Planning Inheritance Tax Planning Minimising Tax Liabilities Philanthropy

LIFE STAGES WE SUPPORT WITH

Looking for wealth management support through all your key life stages and events?

Cooper Parry Wealth can be your sounding board. We’ll give you complete peace of mind about your personal finances, an award-winning team of experts in your corner, and more time to do the things you love.

If you’re going through any of these stages in life, we’ve got specialists on hand to support you.