Our Services

At Soma Family Office, we deliver an integrated suite of services designed to protect, grow, and seamlessly transition wealth across generations. Each solution is carefully tailored to the specific circumstances, goals, and values of the families we serve. Our clients rely on us not only for sophisticated wealth management but also for the holistic stewardship of their financial, personal, and generational interests.

Our approach is deeply personal and highly confidential. We begin by developing a comprehensive understanding of each family’s unique situation, including their assets, business interests, jurisdictions, lifestyle priorities, and future goals. From there, we craft bespoke strategies that span financial advisory, cross-border structuring, investment management, family governance, and lifestyle support. As an independent family office, we operate without conflicts of interest, ensuring that every recommendation we make is purely in service of our clients' best interests.

Our presence across Europe and Asia allows us to provide an agile, globally informed perspective while remaining deeply rooted in the discretion and integrity that define our Nordic heritage. Whether safeguarding generational wealth, navigating international regulations, expanding investment horizons, or enhancing family lifestyles, Soma Family Office acts as a trusted partner at every stage of the journey.

Wealth Structuring and Preservation
We design and implement robust wealth structures that align with our clients’ jurisdictional needs, family goals, and succession plans. Our services include asset protection strategies, trust and foundation structuring, cross-border tax planning, and estate planning with an emphasis on discretion, security, and flexibility.

Investment Advisory and Management
Our investment philosophy centers on long-term value, diversification, and resilience. We provide advisory and discretionary investment management, sourcing opportunities across private equity, real estate, venture capital, public markets, and alternative investments globally. Each portfolio is curated with precision, balancing risk and return to align with the family's financial objectives.

International Expansion and Relocation Advisory
With operations in Europe and Asia, we offer bespoke advisory for families seeking to expand internationally, relocate, or diversify their lifestyles and assets across different jurisdictions. We assist with residency planning, citizenship options, real estate acquisition, and regulatory compliance to facilitate smooth transitions.

Lifestyle and Concierge Services
Soma provides comprehensive lifestyle management for our clients and their families. From private aviation, luxury real estate management, education advisory, and art acquisitions to bespoke travel arrangements and event planning, our concierge services ensure that the complexities of wealth do not burden our clients’ daily lives.

Family Governance and Succession Planning
We support families in creating governance structures that preserve unity and clarity across generations. Our services include the facilitation of family charters, succession frameworks, leadership development for next-generation members, and mediation when needed. Our goal is to help families transition wealth along with values, vision, and purpose.

Philanthropy and Impact Advisory
For clients seeking to leave a meaningful legacy beyond financial wealth, we offer guidance in establishing charitable foundations, impact investments, and philanthropic strategies that align with their family’s values and long-term vision for social contribution.

Our Approach to Wealth and Legacy