Financial Planning

Managing wealth is also about looking beyond the actual asset management

We provide comprehensive solutions, including corporate structures, endowment insurance, succession planning, and moving abroad, such as to Portugal, or moving back home to Sweden.

Some things are priceless, such as expertise

Managing wealth is also about looking beyond the actual asset management. Our employees have extensive experience, and understand that your financial needs change over time. In this regard it is important to have a senior wealth advisor who is up to date and proactive, and who can guide you, your family and your business through these issues.

Our advice is always based on your unique situation and is preceded by an analysis of your needs. This includes your family and tax situation, your company commitments, income, pensions and the country in which you live or plan to move to.

Once we have together identified your needs we can propose a solution with the help of various specialists.

Please get in touch

Even if a situation requires several different skills, you will be greeted by one individual contact at Öhman. We believe that our clients value someone who gets to know you and your needs.

Let us call you

Please fill in your phone number below. We will get back to you in one business day.

Expertise close to you, the client

Jan Carlsson

Senior Financial Advisor

+352 26 73 73 44
jan.carlsson@ohman.lu


Daniel Callervik

Business Development

+46 8 407 58 49
daniel.callervik@ohman.se


Johan Ekander

Senior Financial Advisor

+352 26 73 73 38
johan.ekander@ohman.lu


Pan Johnsson

Senior Financial Advisor

+352 26 73 73 47
pan.johnson@ohman.lu