Wealth Planning

Individual wealth planning and related legal services are an important part of long-term wealth management.

The whole is greater than the sum of its parts

Wealth management is more than purely portfolio management. During our extensive time of operation, in addition to portfolio management, we have also offered our clients legal services. We cherish our clients’ wealth over time and provide family law and tax advisory services.

Holistic wealth planning

Individual wealth planning and related legal services are an important part of long-term wealth management. You can turn to our experts in questions regarding legal, financial and tax matters related to your investments or other assets.

We are happy to help you draw up important documents for the family, such as wills, deeds of inheritance, continuing power of attorney and prenuptial agreements. In tax law matters, we help with, among other things, inheritances, and gifts and to plan generational transfers.

We offer you personal service throughout the client relationship and create tailor-made solutions based on your needs.

Do you want to know more?

We are happy to tell you more about our legal services in person. You can contact our lawyer Annika directly or our customer service by phone or email.

Annika Hilli (parental leave)
annika.hilli@wip.fi
T +358 (0) 9 6122 8334