Private Wealth & Family Office

Private Wealth & Family Office

We offer comprehensive advice in the fields of wealth management and marital property and inheritance law, combining tax aspects and family-law related risk management.

As a trusted partner for owner-entrepreneurs, family-owned businesses, and wealthy private individuals, our clients enjoy seamless, one-stop access to all the legal advice they need, ensuring that the strategic understanding of how they want their wealth to be managed remains crystal clear at all times.

When it comes to planning a business succession and the related ownership strategy, our support helps you identify how to pass on your business to the next generation in a viable way that respects the family’s wishes. We draft documentation under family law and contract law to prepare for situations where life doesn’t go according to expectations. We also update such documentation after a business transaction if the seller has acquired a substantial fortune as a result of the sale.

Advising estates on matters related to inheritance and estate taxation is another area of our expertise. We assist parties to an estate in resolving inheritance disputes and settling issues that are open to interpretation. We will also help you with taxation issues by applying for preliminary rulings and other pre-emptive guidance from the Tax Administration and by representing you in potential tax disputes. In tax-related administrative procedures, we screen all matters in advance to avoid any risk of criminal proceedings that may arise due to factors such as reporting errors.

We also offer support for all your other business legal needs from corporate governance to M&A and beyond. Your trusted personal advisor will act as your single point of contact and compile a team of experts with comprehensive legal insight and close contacts with business life to match your specific needs. We also work in close collaboration with major banks and asset management companies.

Our clients appreciate our straightforward and practical approach and our ability to explain legalese in plain language. Our expertise has also received international recognition: Chambers High Net Worth Finland Guide 2024 has ranked our team in Band 1 for Private Wealth Law.

Our services include

  • Wealth management planning
  • Planning and execution of ownership structures
  • Structuring and carrying out succession in a family business
  • Marital property and inheritance law related tax matters
  • Applications for preliminary ruling and other pre-emptive guidance
  • Tax litigation

Latest references

We assisted a prominent family-owned company in the incorporation of their business. Our clients appreciated the ability to discuss various possibilities with us, after which we conducted a detailed analysis of the options that seemed most viable. There were various factors to consider, ranging from corporate governance to international taxation, due to which the most attractive options from a Finnish tax perspective turned out to be less feasible in the overall analysis. In addition to our expertise, our clients were very satisfied with the comprehensive service they received beyond tax issues, delivered in a smooth and efficient manner through a single point of contact.
Case published 20.9.2024
We drafted a full set of shareholders’ agreements for family-owned associated companies to align and record the family members’ objectives within the companies. Developing and revising an ownership strategy usually requires extensive discussions at the ownership level. These discussions must identify the future prospects each owner sees and the owners’ capacity to commit to a coherent strategy. The discussions may involve difficult issues, but their resolution is essential for long-term ownership. We assisted the family in codifying the ownership strategy of associated companies into shareholders’ agreements. During this revision work, the owners received a useful snapshot of the drivers propelling the business forward.
Case published 10.9.2024
We assisted the shareholders of a contentious estate on legal issues relating to inheritance and succession, as well as on the tax aspects of the distribution of the estate. Our advice covered a comprehensive set of legal issues, combining substantive inheritance law expertise with maintaining active contact with the heirs, facilitating negotiations between them, providing inheritance tax planning and handling various processes relating to the distribution of the estate. The clients appreciated that we actively advanced the matter and proactively highlighted different points of view at different stages of the process. It was important for the clients to understand what their options were and to know what to expect at each stage of the process.
Case published 13.8.2024
We assisted a family-owned company in planning and implementing the transition of the business to the next generation. The generational change was implemented through several M&A transactions by restructuring the family members’ holdings into logical and distinct corporate entities. The client appreciated our highly professional service, where we reviewed the main aspects of the different options before choosing the best course of action and took the lead in advancing the project. We applied for pre-emptive guidance from the Finnish Tax Administration on key tax consequences and collaborated with our network of international advisors to assist with international tax issues. 
Case published 14.6.2024