A simple life
in a complex world
Ways we simplify your everyday life
Wictor Family Office was founded on the principle of full independence; offering a limitless offer. Our broad service offer is based on the demands of our clients.
We have no dependency or conflict of interest what regards third parties; banks, funds nor financial institutions. This gives us a unique market advantage, where the only aspect taken into account is the mere interest of our client. Our holistic approach to responsibility gives you clarity, control and a confidence that all aspects of your wealth is taken care of ; enabling you to prioritize the precious time of yours on what matters the most.
We offer a range of financial, legal and personal services – and tailor our individual offer based on the requests and needs of you and the family of yours.
Choose your destination – and we’ll draw the map.
- Guidance
- Growth
- Planning
- Handling
- Accounts
Guidance
Financial
- Overall responsibility and holistic understanding
- Creative solutions to financial issues and proactive advisory
- Investment advice regarding all asset classes and financial instruments.
- Analysis, recommendation, implementation and follow-upRead more about our methodology
Legal
- Taxation & fixed costs
- Monitoring the legal climate to safeguard your interests and ensuring the structure optimization
- Corporate structures
- Disputes & representation
- Contracts & legal documents
Ad Hoc
- Family-related mattersManagement & corporate issues
- International (housing and business outside the borders of Sweden’s)
- Moving abroad
Growth
Basic Services
- Risk management & constant monitoring/ control
- Asset allocation & investment strategy
- Fortune preservation
Stock Brokerage
- Direct contact to our stockbrokers
- Discussion, analysis & recommendations
- Sale and buy executions (all asset classes and instruments)
Alternative Investments
- Exclusive investment rounds
- Art
- Property
- Vehicles
- And other Passion Investments..
Mandates & Investments
- Discretionary & advisory management
- Tailor-Made portfolios
- Nordic mandate
- Global mandate
- Pension Mandate
- Conservative mandate
- Real Estate Investment
Wictor Family Office can offer its clients all the funds existing on the global market. Following this page you will find fund factsheets for the funds that we have specifically selected and which are part of our basic offer.
For more information regarding Real Estate investments through Wictor Property, see this page.
Planning
Structuring & Wealth Planning
- Overview and decentralized structure
- Company formation & liquidation
- Cost savings & optimization of financial structure
- Account structure
- Taxation structure
- Pension Planning
- Real Estate Assets
Family Governance & Succession Planning
- Proactive succession planning
- Creation of a forum for questions about the family and their interests to be held
- Ensuring that both values and visions are passed on to the next generation
- Engaging & educating all members of the family
Next Gen
- Education & mentoring
- Own network with annual meetings
- Guidance on choice of education, internships, etc.
Handling
Administrative services
- Monitoring and maintenance of bills, invoices, salaries, etc.
- Accounting and declarations
- Order executions
- Repors
- Establishment of agreements
- Due Diligence
Concierge
- Personal advice for all types of cases and requests
- Event Planning
- Holiday Planning
- Private jets & transportation
- Experiences
- Safety
Representation
- Procurement and follow-up of supplier agreements
- Item brokerage
- Negotiation
- Recruitment
Non-profit & Philanthropy
- Own platform (“Wictor Charity”) serving a philanthropic cause and contributing to the society & community
- Structuring of charity projects
- Foundation/trusts related education & finding competent Board members
Accounts
Wictor Online
- Full access to Wictor Online
- Everything at one place
- Full control & insight
Safe Keeping
- Account opening & maintenance (ISK, brokerage account, Global Exclusive Bonds, etc.)
- Global policys with the opportunity of holding non-public assets
Reports & Documents
- Own analyzes and reports can be carried out using Wictor Online
- Financial reports and accounts
- Portfolio and performance analysis
- Strategic asset reporting
- External asset integration
- Monthly newsletter
Guidance
Financial
- Overall responsibility and holistic understanding
- Creative solutions to financial issues and proactive advisory
- Investment advice regarding all asset classes and financial instruments.
- Analysis, recommendation, implementation and follow-upRead more about our methodology
Legal
- Taxation & fixed costs
- Monitoring the legal climate to safeguard your interests and ensuring the structure optimization
- Corporate structures
- Disputes & representation
- Contracts & legal documents
Ad Hoc
- Family-related mattersManagement & corporate issues
- International (housing and business outside the borders of Sweden’s)
- Moving abroad
Growth
Basic Services
- Risk management & constant monitoring/ control
- Asset allocation & investment strategy
- Fortune preservation
Stock Brokerage
- Direct contact to our stockbrokers
- Discussion, analysis & recommendations
- Sale and buy executions (all asset classes and instruments)
Alternative Investments
- Exclusive investment rounds
- Art
- Property
- Vehicles
- And other Passion Investments..
Mandates & Investments
- Discretionary & advisory management
- Tailor-Made portfolios
- Nordic mandate
- Global mandate
- Pension Mandate
- Conservative mandate
- Real Estate Investment
Wictor Family Office can offer its clients all the funds existing on the global market. Following this page you will find fund factsheets for the funds that we have specifically selected and which are part of our basic offer.
For more information regarding Real Estate investments through Wictor Property, see this page.
Planning
Structuring & Wealth Planning
- Overview and decentralized structure
- Company formation & liquidation
- Cost savings & optimization of financial structure
- Account structure
- Taxation structure
- Pension Planning
- Real Estate Assets
Family Governance & Succession Planning
- Proactive succession planning
- Creation of a forum for questions about the family and their interests to be held
- Ensuring that both values and visions are passed on to the next generation
- Engaging & educating all members of the family
Next Gen
- Education & mentoring
- Own network with annual meetings
- Guidance on choice of education, internships, etc.
Handling
Administrative services
- Monitoring and maintenance of bills, invoices, salaries, etc.
- Accounting and declarations
- Order executions
- Repors
- Establishment of agreements
- Due Diligence
Concierge
- Personal advice for all types of cases and requests
- Event Planning
- Holiday Planning
- Private jets & transportation
- Experiences
- Safety
Representation
- Procurement and follow-up of supplier agreements
- Item brokerage
- Negotiation
- Recruitment
Non-profit & Philanthropy
- Own platform (“Wictor Charity”) serving a philanthropic cause and contributing to the society & community
- Structuring of charity projects
- Foundation/trusts related education & finding competent Board members
Accounts
Wictor Online
- Full access to Wictor Online
- Everything at one place
- Full control & insight
Safe Keeping
- Account opening & maintenance (ISK, brokerage account, Global Exclusive Bonds, etc.)
- Global policys with the opportunity of holding non-public assets
Reports & Documents
- Own analyzes and reports can be carried out using Wictor Online
- Financial reports and accounts
- Portfolio and performance analysis
- Strategic asset reporting
- External asset integration
- Monthly newsletter