Verona Wealth planning specializes in structural asset management plans and risk life insurances, both for companies and individuals. We operate as an insurance agent in Finland. Tax efficiency, flexibility of the structuring and investor protection are the core of our expertise.
Structural assent management plans and risk life insurances for companies and individuals
Verona Wealth planning is specialized in structural asset management plans and risk life insurances, both for companies and individuals. We operate as insurance agents in Finland.
Together with our partners we develop and offer tailored insurance instruments, used for safe and long-term wealth management, both nationally and internationally. Tax efficiency, structural flexibility and investor protection are prioritized in our services.
Our Wealth Planning services are based on Verona’s unique know-how about national and international investment structures and the comprehensive knowledge in taxation and legal matters. Verona Wealth Planning is a pioneer in developing investment insurance products.
Our way of working: We map the customer’s current situation by analyzing the cash flows, assets, family relationships and the future state of mind. We always consider the goals set by the customer regarding such changes as, acquisitions, generational change or moving abroad. The need for wealth management solutions often arises from ownership arrangements, acquisitions and when implementing generational changes. Our solutions, however, meet the need in all stages of a client’s lifecycle.
We have a strong knowledge of utilizing insurance structures in long-term wealth management, both nationally and internationally. Our insurance solutions enable the safe, efficient, and flexible fund management even across several generations. The insurance structures operated by us are always considered as parts of the generational- and estate planning. Our insurance solutions are always tailored, and we collaborate with the best operators in the field.
Preparing for potential risks is instrumental for safe wealth management. A sudden death or am incapacity to work can cause a critical need for liquidity both for a company and the owner. The risk life insurances offered by us enable the continuation of the business operations during crisis and secure the estate taxes.