Family Office – tailored wealth management across generations

For us, wealth management is a long-term commitment that spans generations. As wealth passes from one generation to the next, protecting it becomes increasingly important.

Your wealth deserves dedicated experts who manage it with care. Choose the approach that best suits your needs:

Discretionary asset management

A professional portfolio manager takes care of some or all of your investments on your behalf. Your investments are in good hands, allowing you to focus on what matters most to you.

Consultative wealth management

You remain in control, while we proactively provide recommendations and market insights. We manage your portfolio together with you, based on a tailored investment plan.

Brokerage service

You make the decisions – we support execution. This approach may suit you if you don’t require investment advice, but want your ideas to be implemented efficiently. Your dedicated broker will execute transactions on your behalf.

Legal services – protect what you have built 

You have access to expert support in tax matters, ownership structures and estate planning. We help ensure that what you have built is passed on to the next generation in line with your wishes.

Wealth planning

One of our Private Banking legal counsels will help you assess your needs related to your wealth and family situation. Based on this, we will prepare the necessary documents, such as: 

• continuing powers of attorney 
• wills 
• prenuptial agreements and cohabitation agreements.

Succession planning

When the time comes to pass your business on to the next generation, we are here for you every step of the way. We support your family in both planning and implementing the transition. 

Ownership structure

Create an ownership structure that best supports your business goals.  

Attractive opportunities rarely wait for capital to be released. We offer tailored lending solutions for a range of life situations and investments – including real estate, private equity and other compelling opportunities. 

As a customer of our Family Office, you can also get our premium Nordea Black credit card and can enjoy the exclusive benefits it offers.

Our team of analysts provides you with comprehensive reports on your investments whenever you need them.

Overview in Nordea Mobile and Netbank

You can view all your investments, liquidity and portfolio details directly in Nordea Mobile and Netbank. As a Private Banking customer, you have access to a dedicated section within these platforms with enhanced functions.

Portfolio analyses from our team of analysts

We provide insights that make informed decision-making easy. Our services include risk analysis, ESG assessments and tailored, comprehensive portfolio reports.

Tailored reports

We produce reports based on your specific needs. We can analyse your portfolio across asset classes, sectors and regions, and present both short- and long-term performance, including realised and unrealised returns.

Your time is valuable. Leave day-to-day administration to us and focus on the matters that truly require your attention. In addition to your dedicated Private Banker, your team includes a range of other experts:

Personal assistant for daily banking

Alongside our Private Banking Customer Service, you are supported by a dedicated assistant who helps with your daily banking needs. You can call your assistant whenever you need support, for example with your card’s credit limit, international payments or other urgent matters.

Designated broker for trading

We manage your assets in line with your preferences – whether you want us to manage your entire portfolio or parts of it, or provide recommendations. If you prefer to make your own investment decisions, you will still have the support of a dedicated broker who executes your trades on your behalf.

Your legacy is about much more than wealth. It is about passing on your values, responsibilities and life’s work to the next generation.

We help ensure a smooth transition of wealth, ownership and long-term goals to the next generation. Together with you, we can develop solutions that support both the current and future generations.

Support with succession planning

We provide you with comprehensive support in planning and implementing the transition to the next generation. We will ensure that the next generation is ready to take responsibility for your family’s wealth, holdings and shared vision.

Networking and fresh perspectives

We organise events where the younger generation can expand their networks and gain fresh perspectives. These events offer opportunities to discuss entrepreneurship, investing and ownership with others in a similar position.

Individual needs accounted for as well

Every family member has their own goals and needs. We support you at different stages of life, whether you need a home loan or personal wealth management. We also offer investment solutions, insurance cover and support in planning for the future.