Stuart Fitzgerald: From growth to legacy – exit and tax strategies for business owners
Two years is a long time in the wealth management game, and there have been moments when the Harbours have longed for the comfort of a normal life. One where contentment doesn’t always seem to lie over the crest of the next hill. Challenging though their journey has been, Sarah and Jack are proud of how far they have come. They set out to build Safe Harbour Wealth Partners with a bold consolidation thesis and a ruthless focus on excellent client service. They now own a business that has acquired three Dublin-based brokerages and manages €200 million in client funds. And…
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