We travel with you through all stages and situations in life, the way you want. Our role is determined by your wealth, your goals and your requirements. It is our duty to manage your assets in a planned, reliable and long-term manner.

Aktia Wealth Management Family Office is a first-rate personal service for our customers  with an investment wealth in excess of €10 million. We tailor our services to your individual needs – working with us is flexible and effortless. We meet you in a relaxed and personal fashion.

Together with you, we draft a plan that considers your investment wealth, business assets and other assets and the situation of your entire family.

Our long experience in demanding customer work and financial management helps us build the best service package for you, covering comprehensive investment activities, corporate restructurings, tax advice, and more.

As a Family Office customer, we prepare reports of your entire wealth and regular portfolio analyses. We make sure that you are always up to date and know that the composition of your investment portfolio meets your personal goals.

As a Family Office Customer, You Have at Your Disposal

  • Your personal banker and our experienced team of experts.
  • Comprehensive reporting service and constant monitoring of your entire wealth. Your assets managed by other wealth managers may also be included in our reporting coverage.
  • Extensive risk-return analysis of entire wealth.
  • Individual and unique tax analysis taking your wealth and the family community as a whole into consideration.
  • You also have access to the tax return service and our expert network of partners in taxation and legal matters.
  • General legal services, including generational change, estate planning and corporate restructurings.
  • Your personal broker when you want to trade securities frequently and actively.
  • Information on our future projects in advance and the opportunity to be among the first to invest in them.
  • Services for future generations, such as personal investment guidance and tailored events.
  • Analysis of your company’s financing needs as well as financing advisory and arrangement.
  • Comprehensive consultancy on financing and guarantee arrangements for individuals and investment companies.
  • Accounting service.
  • Your tailored everyday concierge service.
  • Regular meetings with our portfolio management experts.
  • Meetings with management.
  • High-quality and tailored events.

Our experts

Mikko Mäki

Mikko Mäki

Director, Family Office
Helsinki
+358 457 884 3330
Mikko Merenlahti

Mikko Merenlahti

Private Banker, Family Office
Helsinki
+358 50 322 0755
Mikko Niinimäki

Mikko Niinimäki

Private Banker, Family Office
Turku
+358 44 339 0769
Susanne Nyberg

Susanne Nyberg

Private Banker, Family Office
Helsinki
+358 50 464 1020
Samu Lang

Samu Lang

Director, Portfolio Solutions
Helsinki
+358 50 422 6334
Ville-Matti Lindgren

Ville-Matti Lindgren

Managing Director, Aktia Wealth Planning Ltd
Helsinki
+358 44 970 2557