Case Studies

Finding Purpose Post-Exit

Finding Purpose Post-Exit

Gabriel always envisioned returning to his family’s renowned shoe manufacturing business in the Philippines. But during his final year at university in London, tensions with his father led to a break from the family, and he chose to stay in the UK. After graduating, he immersed himself in the tech world, launching a Fintech start-up that secured major investment and led to a successful exit.

Despite the financial success—and inheriting significant wealth following his father’s passing—Gabriel found himself at a crossroads. He had no clear plan for managing his wealth or shaping his future. With uncertainty setting in, he grappled with questions about purpose, legacy, and how to prepare the next generation.

Finding Clarity

Having previously worked with TWYD to build his start-up’s executive team and connect with investors, Gabriel reached out again. While he had access to family advisors in the Philippines, he wanted to build his own trusted team for personal guidance.

In an open and honest conversation, Gabriel admitted feeling lost. Despite financial security, he lacked a clear sense of direction. He turned to TWYD, hoping for structured guidance in making sense of his next steps.

The Right Support at the Right Time

TWYD knew that Gabriel needed more than financial planning—he needed clarity. To bring structure to his concerns, we introduced him to Jeremy, an experienced advisor with a strong track record of working with entrepreneurs facing major transitions.

Together, they worked through Gabriel’s key questions: What did wealth mean to him? How did he want to spend his time? What values should he pass on to his children? Did he want to create a social impact? Step by step, they built a plan that aligned with his ambitions, values, and long-term vision.

The Outcome

With a clear roadmap in place, TWYD connected Gabriel with specialists who helped him establish a family office and, later, his own foundation. His unique approach to preparing the next generation was developed into a structured plan for his children with the help of an advisor from TWYD’s global network.

Gabriel’s journey—one shared by many entrepreneurs post-exit—was personal and complex. TWYD’s calm, experienced approach helped bring order to uncertainty, build a long-term strategy, and introduce the right people to execute it. As he moved from financial success to a life of purpose and legacy-building, TWYD played a pivotal role in shaping his future.

"Jeremy instilled a reassuring feeling that everything would be OK. TWYD helped me make sense of what felt like chaos, guiding me through every step with clarity and confidence."

Gabriel K., Founder

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