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  Håkan Hillerström, family business advisory services
Your trusted family advisor

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wealth management

wealth management

wealth template

  • Wealth audit
  • Creation of a wealth plan
  • Determination of risk level and time frame
  • Selection of investment committee
  • Asset allocation
  • Selection of fund managers
  • Taxation issues
  • Benchmarking
  • Creation of appropriate performance reporting and monitoring process
  • Accounting and audit
  • Contingencies

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