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Planning & Strategic Advice

From Builder To Investor: A Post-Sale Planning Paradigm For Business Owners

April 08, 2026
By Georgina Guy,  Freya Marks,  Stuart Dorsett and Alice Paik

Author(s)

  1. Georgina
    Georgina Guy
    Head of International Strategic Advisory
    More From Georgina
  2. Freya
    Freya Marks
    Strategic Advisor
    More From Freya
  3. Stuart
    Stuart Dorsett
    Chief Strategic Advisory Officer & Head of Carolinas Office
    More From Stuart
  4. Alice
    Alice Paik
    Chief Strategic Advisory Officer
    More From Alice

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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