Wealth Planning Partners

Wealth Planning Partners Oy's advisory services are based on each customer's unique situation and goals. As a result, our expert work is always started with a thorough initial assessment.

In accordance with our company name, we analyse, together with the client's banker, legal and tax expert, family officer or other trusted advisor, which investment structure suits him best. These solutions may include, for example, the establishment of a Finnish or foreign investment company or an international insurance structure.

In addition to the actual investment structure, it is also important to carry out a thorough analysis of the investment managers and their products within the structure and to ensure the risks and diversification of investments in relation to the client's total assets.

Wealth Planning Partners advises Finnish entrepreneurs and investors in insurance-based risk management. We focus, for example, on ensuring that the client's heirs always have the necessary amount of liquid funds for unexpected events. We are Finland's leading experts in high insurance covers.

In addition, we introduce specialty insurances related to M&A transactions, such as tax liability insurance and warranty and indemnity covers. We have also developed a unique risk management process for acquisitions and financing of private companies that enables buyers and investors to comprehensively reduce the risks in the target company.