Daniel Green, Client Advisor features in TheWealthNet

Saranac Partners is pleased to highlight that Daniel Green recently featured in TheWealthNet coverage on how founders approach life after an exit. Some step away completely while others treat the liquidity event as the point at which they can decide, with real freedom, what comes next.

Dan, Partner and Client Advisor at Saranac, discussed with TheWealthNet what he has observed across these conversations, and why sound advice after an exit tends to begin with purpose rather than portfolio.

Link to article: https://www.paminsight.com/twn/article/the-purpose-of-wealth-after-a-business-exit

With thanks to Poppy Cottle-Bailey and TheWealthNet for the opportunity to contribute.

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