My family and I built a large international manufacturing business. Grew it across close to 20 facilities globally. Employed close to 1,700 people at our peak. And sold it in 2019.
Before the sale, there was nobody holding our hand on the tax structuring. Nobody helping us think through how to set up the entity correctly so the gain was treated the right way. Nobody helping professionalize the financials to get a higher multiple. We figured it out, but we shouldn't have had to.
After the sale, my family and I went looking for a wealth management platform that understood what a liquidity event actually looks like. Something that could handle the tax complexity, give us access to real private market investments, help with estate planning, and treat us like operators — not mass market clients. We spent time with the largest names in the industry. None of them were built for what we needed.
So my family and I built it ourselves.
SimpleWEALTH is the platform my family and I wish existed when we sold our company. The pre-sale planning. The post-sale wealth management. Public and private markets. Lending. Real estate. Education. Tax and estate coordination. A broader financial picture, brought together under one platform - informed by what our family has lived through with our own businesses and capital.
Wealth management should not be built by product manufacturers alone. It should be built by operators who have lived the consequences of building, selling, and preserving wealth.