Building customised portfolios aligned with clients’ goals and risk tolerance
Emphasising responsible and impact investment opportunities
Providing active portfolio
monitoring and rebalancing
Protecting capital while seeking sustainable growth is the foundation of a thriving legacy. Our holistic approach ensures investment decisions reflect values and long-term objectives.
Identifying and supporting causes aligned with family values
Structuring charitable contributions and endowments
Guiding impact investments that deliver measurable social or environmental returns
Philanthropy allows families to extend their influence beyond financial gains. By integrating philanthropic initiatives into overall wealth strategies, clients can create lasting, positive change in the communities they care about.
Designing wealth transfer strategies that minimise tax liability
Establishing trusts, foundations and other protective legal structures
Navigating sensitive familial dynamics during inheritance discussions
Ensuring wealth and values seamlessly transition across generations protects family unity and prosperity. Our expertise facilitates smooth handovers while honouring our clients’ legacy’s intent.
Valuing businesses accurately for acquisitions, divestitures or restructuring
Structuring and negotiating deals to optimise outcomes
Overseeing post-merger integration to align operations and culture
Ensuring wealth and values seamlessly transition across generations protects family unity and prosperity. Our expertise facilitates smooth handovers while honouring the intent of our clients’ legacies.
Establishing frameworks for effective family decision-making and leadership roles
Providing financial literacy programmes to empower all generations
Mentoring future heirs to foster responsibility and stewardship
Strong governance and well-informed family members set the stage for enduring success. By nurturing financial knowledge and collaborative leadership, families can confidently navigate transitions and challenges.
Reach out to learn more about our tailored strategies, discuss partnership opportunities or explore new avenues for philanthropic engagement.
info@rosewoodteam.com
+46 844 683 474
Hammarbybacken 27, 121 45, Stockholm, Sweden
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