Wealth management is also about addressing legal questions. As a Private Banking client, you have access to legal specialists who will help you gain a better understanding of legal questions.
We can help you
- Gifts for children and grandchildren
- Wills and deeds of gift
- Prenuptial agreements and cohabitation agreements
- Succession planning for your business
- Information about tax rules
Our family law experts help you protect your wealth for your children and grandchildren and make sure that important documents such as wills and prenuptial or cohabitation agreements are in order. If major life changes occur, it’s always a good idea to review the legal and financial aspects with our experts.
Planning for the next generation
If you have substantial wealth, there is much to gain by planning the future transfer of your inheritance. Our legal specialists at Nordea Private Banking can help you and your family with advice and guidance if you wish to transfer assets to the next generation or to others close to you. It’s about finding good solutions and avoiding potential future conflicts.
Investment advice often raises questions about tax consequences. Tax legislation may be detailed and complex and it is not always easy to gain an overview and understand what this could mean for you. Our legal specialists can inform you about tax matters for both you, your family and your business.
Selling or buying a business
If you own a large business and are planning to sell, our advisers and experts in business law can guide you. They specialise in changes of ownership and can guide you through the different phases of the process. Your Private Banking adviser will also support you when it’s time to manage your proceeds from the sale. Time to buy or expand instead? With the help of our specialists and external partners, we can support you with planning and guidance on how to proceed.
Succession planning for your business
Have you thought about who will take care of your business when it’s time for you to step down? Is it possible for your children to take over the responsibility? How can you do this in the best way, to avoid potential conflicts between siblings or other relatives? And how will you make a living in the future? It might be wise to discuss these and other questions in good time, both with your family and your Private Banking adviser.
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