We provide comprehensive solutions, including corporate structures, endowment insurance, succession planning, and moving abroad, such as to Portugal, or moving back home to Sweden.
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.
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.
Please fill in your phone number below. We will get back to you in one business day.