Your requirements and objectives are unique to you, and a “one size fits all” service is probably not what you seek. At Formuesforvaltning, we tailor our services to your needs and help you develop a comprehensive wealth management solution. We offer our clients a bespoke, comprehensive service. That is why we also advise on art investments and philanthropy, services and activities that have become increasingly important to our clients.
Wealth planning
Together, we develop an investment strategy which meets your requirements. We will pay particular attention to your liquidity requirements and what risk you are comfortable taking. Your investment strategy will be reviewed annually to make sure it fully reflects any changes in your circumstances.
Portfolio management and reporting
Sound investment management and robust reporting infrastructure are important components in a successful wealth management process. Your portfolio will be properly diversified and periodically rebalanced. You can access up to date monthly reports in a way that suits you.
Art and philantropy
Art is an important part of our cultural heritage and a source of aesthetic pleasure. Art can touch us, and enrich our lives. Art can also be a sound investment, and for many of our clients constitutes a portfolio asset class. Many of our clients have a desire to give something back to society, and often emphasize sustainability in the management of their portfolios. Others choose to contribute to worthy causes or engage in investments with impact objectives.
Business Management
Formuesforvaltning offers a fully licensed comprehensive business management and accountancy service. We specialize in looking after investment companies, and our advisors have extensive experience providing tax, accounting and audit services.
Family office
Certain families and foundations with significant operating assets and/or financial resources can face complex challenges in the management of their affairs. Our Family Office team is highly specialized and brings to bear an interdisciplinary skill set, and may for these families and foundations be a unique long-term partner.
Legal services
We have our own highly qualified staff to help you achieve an efficient tax situation and an optimal ownership structure of your assets, for you and the next generation.
Formuesforvaltning believes a local presence strengthens the client relationship. To this end, we maintain local offices throughout Norway and Sweden, and are present in London.
