Finding the optimal legal and tax structures is at least as important as choosing the optimal investment strategy. The financial planning process begins when we analyses your present situation, what you wish to achieve, your values and risk profile and what legacy you want to convey. We consider current political and economic situations; we then design tailor-made solutions that are made to fit your specific needs.
All these factors are then used as the foundation in the process of choosing the best investment strategy and legal structure for you. At all times, we consider your view of risk versus return.
As an integrated part in the Financial Planning Process, Valbay has the unique expertise and skills to provide its clients with tax advice from two of Sweden’s most renowned tax specialists regarding both individuals and their companies, Cecilia Gunne and Jörgen Grönlund. (For more information about Tax issues, see under section Tax advice).
Examples of advisory and management services:
- Review of ownership structures
- Implementation of structural solutions "from A to Z."
- Advice on acquisition of property
- Consulting and coordination in connection with moving abroad / returning
- Advice in relation to banking transactions, loans, etc.
- Establish an effective Corporate Governance structure