Taaleri Varainhoito - Family Office

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.

Taaleri 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 Taaleri portfolio management experts.
Meetings with Taaleri management.
High-quality and tailored events.