The Wealth Management you need.
APELSO Wealth Management is Hungary’s first full scope wealth management provider group offering wealth planning. asset management and succession planning services. As trusted business advisors, we discuss with our clients matters pertaining to the family fortune and evaluate possibilities for increasing returns on investments and design tailor-made solutions for asset protection, wealth and estate planning.
Managing a family’s wealth, however, does not stop at structuring. We provide comprehensive financial planning, investment advisory and portfolio management services, as well as setting up and managing investment funds and private equity funds through our investment services arm, a licenced Hungarian fund management firm.
Our trusts & estates team is ready to either take the role of a trustee, as a licenced Hungarian trust company, to protect and safeguard family wealth, or provide comprehensive investment, advisory and accounting services for family trusts.
Our broad network of top-tier external partners, such as tax advisors and other specialists ensure reliable and efficient management and investment decisions for all kinds of assets, ranging from liquid assets to real property, from family business to art treasure.
We strongly believe that preparation is key, and an unprepared business is very vulnerable should a sudden death, disability or divorce occur. We therefore help business owners and their families prepare for generational transfer by establishing a family contingency plan, reorganizing the business, setting up a transparent group structure and make the necessary legal steps to achieve a smooth transfer, which may include setting up a trust, adopting a family constitution and/or drawing up a testament.
Company Details
- Employees
- 17
- Founded
- -
- Address
- Montevideo Utca 5, Budapest,1037,hungary
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- apelsotrust.com
- Keywords
- trusts, family office, estate planning, asset protection, tax planning, wealth planning, bizalmi vagyonkezelés, vagyontervezés, charity, wealth management, alternartive investment funds, fund management, investment consulting, portfolio management, asset management, vagyonkezelés, befektetési tanácsadás.
- HQ
- Budapest
Apelso Wealth Management Questions
Apelso Wealth Management's website is apelsotrust.com
Apelso Wealth Management's LinkedIn profile is https://hu.linkedin.com/company/apelso
Apelso Wealth Management has
17 employees.
View email and phone details for 17
employees at Apelso Wealth Management.
Apelso Wealth Management's industry is
Financial Services
Apelso Wealth Management's top competitors are
Accorde Fund Management,
Mpp&e Capital,
Gránit Asset Management,
Equilor Befektetési Zrt.,
Concorde Csoport,
Vig Asset Management Hungary,
Hold Alapkezelő,
Concorde Mb Partners,
Grémium Az Utódlásért Egyesület,
Mbh Alapkezelő.
Apelso Wealth Management's categories are Financial Services
Apelso Wealth Management's founding year is 2017
