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A distinctive career path; a distinctive financial situation

Becoming a partner at a top consultancy firm like McKinsey, Bain, or BCG is the culmination of years of strategic thinking, global leadership, and navigating intricate client challenges. But along with professional success comes an equally complex personal financial landscape. As your role has grown, so too have the complexities of managing your wealth, spanning multiple countries, currencies, and tax regimes. What worked early in your career is no longer enough to ensure long-term financial security and growth.

Simplifying global complexity; freeing up your time

As a partner in a global consultancy, you’re in a unique period of wealth-building. The demands of your career, including constant travel, high-pressure engagements, and long hours, leave little time to properly focus on personal financial management. You may also be considering stepping back earlier than traditional retirement age, raising questions about financial independence.

We specialise in helping consultancy partners optimise their financial plans, allowing you to focus on your work while ensuring your wealth is being strategically managed for the long term.

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You've outgrown basic financial advice

The financial rules that apply to others don’t always fit the realities of your career. Traditional advice and calculators simply don’t account for the nuances of your position: cross-border tax issues, equity stakes, fluctuating earnings, and the constant demand for your time. 

Yet developing a carefully considered and thoughtful plan is vital at this exact stage of your career and life. You need financial life management - the comprehensive delivery of wise counsel, akin to a personal CFO to you, the CEO of your life. You need a financial strategy that’s as agile and global as your career. 

Whatever stage you're at in your financial journey, we act as your financial partner, so you can focus on leading your consultancy without worrying about your financial future.

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Pursuing a better investment experience

 

Download this free guide and discover 10 principles that provide a systematic, time-proven way to reach your financial goals.

The one reliable route to the future you want

One of the most frequent questions from management consultancy partners is: “When will I have enough financial security to step back or shift gears?”

Before we dive into the numbers, we take the time to understand your personal and professional goals, your motivations, and your vision for the future.

From there, we develop a detailed financial strategy that projects your wealth trajectory, factoring in investment growth, taxes, and other key variables. With a clear roadmap, you can confidently make decisions that support the life you want.

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Book a Discovery Call

Great financial life management is like an iceberg, with most of the real story happening below the surface. There are much deeper conversations to be had. AES advocates strongly for a well-planned, intentional, and flourishing future for all the management consultancy firm Partners we serve. Book a no-obligation, no-commitment chat today.

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