William Proger is the Founder and CEO of William and Partners. We discuss spotting opportunities and starting a business in the middle of a global pandemic, how the pandemic led William and Partners to do things differently and why and how one should consider engaging wealth managers pre-deal completion.
In this episode, we chat to William Proger, Founder and CEO of William and Partners. We explore the strategic considerations of launching a business during a global pandemic and the unique opportunities it presented William. He shares how this unprecedented time shaped William and Partners’ approach to wealth management. We discuss why and how business leaders should strategically engage with wealth managers before deal completion to maximise value and mitigate potential risks. With over two decades of experience advising high-net-worth individuals and institutions at firms like C Hoare & Co and Barclays Wealth, William offers invaluable insights for those navigating significant financial events.