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Family Office

Comprehensive financial management and reporting for individuals and companies – EMU is here to help!

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Family Office

EMU is your asset management partner

We offer a financial situation analysis service for private persons, families and companies. Relax and let the experts of EMU manage your overall assets and their development.

EMU’s Family Office service uses a tailored wealth report that helps you to have a clear overall picture of your finances. This way, you can make the best decisions regarding your personal and company’s finances with the support of our experts.

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Group 1389
Our Family Office services provide
  • overall management and bookkeeping of personal and the company’s finances

    overall management and bookkeeping of personal and the company’s finances

  • a wealth report, including asset planning and monitoring of all types of property

    a wealth report, including asset planning and monitoring of all types of property

  • family law, representation of interests, last will and testament and other demanding legal matters

    family law, representation of interests, last will and testament and other demanding legal matters

  • company management and organisation (e.g., founding and registration)

    company management and organisation (e.g., founding and registration)

  • insurance and tax matters into risk management

    insurance and tax matters into risk management

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The Family Office service and wealth report are tailored according to the client’s wishes 

The service takes into account the individual requirements of clients. In addition to the big picture, the pricing depends on matters such as the reporting cycle, reporting levels and the scope of overall financial management.

The service is initiated in two stages. During the first stage, we perform a general assessment of the current situation and draft an overall image of the company’s finances. Based on this, we build a personal Family Office annual clock and a long-term plan as well as compile a wealth report together with the client.

During the second stage, we proceed to provide a continuous service where we update the report and produce services in line with the client’s requirements and the annual clock.

The wealth report may include
  • an overall picture of net property and its development

    an overall picture of net property and its development

  • all types of property

    all types of property

  • return

    return

  • debts

    debts

  • allocations (property categories, geographical, treasurers)

    allocations (property categories, geographical, treasurers)

  • comparison of treasurers’ performances

    comparison of treasurers’ performances

jukka_tanskanen
Chat with a professional
Jukka Tanskanen

+358 41 536 2283
jukka.tanskanen@emu.fi

You can confidentially ask me for more details about our Family Office services!

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Tell us about your needs and we’ll find you a functional asset management solution.

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