Gabriel, with dreams of returning to his family’s prominent shoe manufacturing business in the Philippines, found himself in a sudden crossroads during his final year at University in London. Strained relations with his father led to a break from the family, prompting Gabriel to remain in London. After graduation, he immersed himself in the tech scene, ultimately launching a successful Fintech start-up that garnered substantial investment and a lucrative exit.
Despite the financial windfall and the simultaneous inheritance of a vast fortune following his father’s passing, Gabriel, now at a pivotal moment, realised he lacked a clear plan for managing his newfound wealth. This realisation triggered a degree of panic as he grappled with questions about his values, desires, and the legacy he wished to leave for future generations.
Having previously benefited from TWYD & Co’s support in building his start-up’s executive team and connecting with potential investors, Gabriel reached out to TWYD & Co, this time to the Private Office. Despite having access to family advisors in the Philippines, Gabriel expressed a desire to establish his own team for personal guidance.
In a heartfelt conversation, Gabriel shared his sense of feeling lost and anxious about the future, despite the assurance that his financial standing was secure. Seeking TWYD & Co’s help, he laid out his emotions and fears, asking if they could provide guidance.
TWYD & Co Private Office, recognising the need to compartmentalise Gabriel’s concerns and bring order to the chaos, recommended a step-by-step approach. Knowing the perfect advisor for this situation, the Private Office swiftly connected Gabriel with Jeremy, a seasoned advisor with whom they had collaborated multiple times before.
Jeremy, with his wealth of experience, devised a plan to address Gabriel’s fears and desires systematically. Together, they explored the meaning of Gabriel’s newfound wealth, how he envisioned spending his time, his approach to educating his children about their wealth, and any social impact he wished to create.
The process proved transformative for Gabriel, with a clear vision of the future established.
The process proved transformative for Gabriel. With a clear vision of the future established, TWYD & Co Private Office introduced him to experts who assisted in setting up a family office and eventually his own foundation. Gabriel’s unique approach to preparing the next generation was crafted into a personalised development plan for his children by an advisor within TWYD & CO’s global network.
Gabriel’s situation, though increasingly common among successful entrepreneurs, remained distinctive. TWYD & CO’s calm and experienced approach helped make sense of his anxious situation, restore order, create a comprehensive plan, and provide the necessary people to execute it. As Gabriel embarked on this journey of purpose and legacy building, TWYD & Co’s Private Office played a pivotal role in guiding him toward a meaningful and impactful future.