Industries · Family offices and investors
An overview of everything you own.
Family offices and private investors have their wealth spread across companies, property and investments, often across generations. We bring the overview together and make sure accounts, tax and structure fit together.
The greater the wealth, the more important it is that someone sees it as a whole.
Who it is for
For families who manage wealth through holding and investment companies, for family offices and for private investors with shareholdings in several companies.
We combine accounting, tax and advice, so the structure works for the family's goals and not the other way round.
What we see among families and investors.
- Many companiesMore accounts, more deadlines and no overall picture.
- Investments in a companyShares, bonds and funds are taxed differently.
- DividendsSubsidiary shares and portfolio shares are treated differently for tax purposes.
- PropertyProperty held alongside investments needs its own structure.
- GenerationsWealth must be able to pass on in a proper way.
- OverviewThe family lacks an overall picture of its wealth.
What we deliver.
- Accounts for the structureAnnual reports and tax for every company in the structure.
- Consolidated wealth reportAn overview of companies, investments and property in one report.
- Tax on investmentsTaxation of shares, bonds and funds calculated correctly.
- Structuring adviceA structure that fits the family's plans.
- PropertyAccounts, VAT and tax for property in the structure.
- Generational planningYour wealth prepared for the next generation.
Wealth needs stewardship. So do the numbers.
How we work.
- ConversationThe family's goals, structure and time horizon.
- MappingCompanies, investments and property brought together in one picture.
- StructureWe point out what can be simplified or strengthened.
- OperationsAccounts, tax and reporting for the entire structure.
- Follow-upAn annual review of structure, dividends and tax.
Discretion
One adviser. For your entire wealth.
You have one partner who knows the whole structure and sees how the companies connect.
Your information stays with the few people who work with it.
Questions.
What is a family office?
A structure in which a family's wealth is brought together and managed, typically through holding and investment companies. It can be a dedicated organisation or simply consolidated management with external advisers.
How are dividends taxed in a holding company?
Dividends from subsidiaries and group companies are often tax-exempt, while dividends from portfolio shares are generally taxable. This depends, among other things, on the size of the shareholding.
How are investments held in a company taxed?
It depends on the type of asset. Many securities are taxed on a mark-to-market basis (lagerprincippet), meaning on the annual change in value.
Can you prepare one report covering all of our wealth?
Yes. We bring together key figures for companies, investments and property in one report.
How do we get started?
With a conversation in which we go through the structure and your plans.
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