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Private Clients

Our Private Client experts strive to understand the needs of our clients and their families and to tailor our advice accordingly. The individuals we represent include a wide range of professions, from entrepreneurs, landowners, social media entrepreneurs to philanthropists.

CMS Wistrand advises on long-term and sustainable financial planning for private individuals with substantial and/or complex asset structures. In addition to advice regarding Swedish and international tax law, we have pertinent knowledge and experience across multiple areas to meet the legal needs of the most sophisticated and complex clients, such as family governance, tax planning, immigration, property acquisition and succession of assets to future generations.

We also have a vast experience of the legal and the tax aspects of foreign trusts and foundations and how such structures may need to be adapted to the Swedish legal and tax environment. It is our view that it is decisive to take business, tax and purely social aspects into consideration in succession matters regarding corporate structures or private wealth.

We have domestic and international expertise in the following areas:

  • Estate planning, estate administration and executorship 
  • Matrimonial property and inheritance agreements 
  • Wills and bequests 
  • Inbound and outbound relocation, residence, and nationality 
  • Foundations, endowments, and trusts 
  • Separation, divorce and maintenance
  • Tax planning (wealth tax, income tax, capital gains tax, gift tax and inheritance tax planning) 
  • Legal wealth planning and structuring
  • Powers of attorney and living wills
  • Employment issues 
  • Legal family office services
  • Corporate matters for family-owned enterprises
  • Insurance issues