About Apex Family Office
We are an independent family office delivering tailored investment solutions and wealth management services for affluent families in Scandinavia and internationally.
With over 15 years of experience in wealth management, we have established ourselves as a trusted partner for affluent families seeking sophisticated financial solutions. Now, we're expanding our reach and looking for digital marketing partners to help us promote our services and connect with more high-net-worth families across Scandinavia and Europe.
Our Expertise
- Portfolio management and asset allocation
- Alternative investments and private equity
- Tax optimization and structured planning
- Family governance and generational transfer
- Sustainable investing (ESG)
Professional certifications & credentials
Our Story
Founded in 2015, Apex Family Office was born from a vision to provide truly independent, client-centric wealth management services to affluent families across Scandinavia. We recognized that traditional financial institutions often failed to deliver the personalized attention and sophisticated strategies that high-net-worth families require.
Over the past 15 years, we've grown from a small team of dedicated advisors to a leading multi-family office managing over €2 billion in assets. Our success is built on three core principles: integrity, expertise, and unwavering commitment to our clients' long-term success.
Today, we serve over 50 families, each with unique needs and aspirations. Our team of 25+ expert advisors brings an average of 12 years of experience, ensuring that every client receives world-class service and strategic guidance.
Now, we're expanding our reach. We're actively seeking partnerships with digital marketing companies to help us promote our services, reach new clients, and grow our presence across Scandinavia and Europe. If you're a marketing agency with experience in financial services or luxury brands, we'd love to discuss how we can work together.