Wealth Planning

Occasionally, you need to get a broader perspective of your investments than just your portfolio. Preparing for unexpected risks or planning the transfer of your assets are matters worth considering.

Wealth Planning Wealth Planning

In our Wealth Planning service, we will review the following, for example: 

  • your overall wealth
  • the tax effects of your investments
  • any existing documents related to family and inheritance law
  • preparing for unexpected risks 
  • your goals related to asset transfers. 

Based on our review, you will receive a printed summary of your situation and clear suggestions for suitable measures. We will also carry out the measures agreed with you. 

Developed by Nordea, our Wealth Planning service is a unique concept in Finland. In October 2015, the esteemed Financial Times newspaper chose our Private Banking legal team as one of the top ten legal units in Europe.