Westcourt

What is a sophisticated investor?

As accountants, many successful families in business request us to issue them with a “sophisticated investor certificate”.  In fact it is commonplace for every wealthy (ish) business minded family. So why do you want to become a sophisticated investor? A retail investor has many protections and mandatory disclosure obligations.  These can include a prospectus, investigating… Continue reading What is a sophisticated investor?

Structuring your affairs for stock market investing

The stock market is a significant investment source for many business-orientated families.  While the family business could have been a creator of wealth the stock market is seen by many as a great long-term store of wealth. While the decision to invest in the stock market – be it through an online platform, a stockbroker… Continue reading Structuring your affairs for stock market investing

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