Accounting and consulting for Family Office

Expertise in accounting and advisory services for family office structures, with a focus on efficient accounting, good reporting solutions and tax optimization.

Get in touch

Aider can assist with:

For family office environments, the need for structure, overview and security is key. Managing significant assets across investments, companies and generations requires both precision in the numbers and a comprehensive understanding of the finances.

At Aider, we combine technical expertise with industry insight - giving you a solid financial foundation and time to focus on strategy.

- We handle ongoing accounting, payments, payroll and VAT, and can function as a fully-fledged external finance department. If necessary, we also relieve internal resources during periods of high workload.
- We have a high level of expertise in the accounting and tax treatment of securities and investments. With various industry solutions - including our proprietary model - we connect systems directly to trading platforms and brokers for efficient and accurate handling.
- We develop tailor-made reporting solutions that give you an overview of value development, returns and portfolio composition. We also assist with consolidation and IFRS reporting where applicable.
- Through close collaboration with our tax experts at Advokatfirmaet Aider Legal, we assist with complex tax issues, including inheritance, succession and structuring. We also ensure the correct handling of annual accounts, consolidated accounts, tax returns and shareholder register tasks.
- We help with board and general meeting minutes, reporting of beneficial owners, capital changes, mergers and demergers - as well as various administrative and ad hoc tasks that require precision and trust.

Challenges in the industry

Family offices often manage complex portfolios of both listed and unlisted investments, and face different issues:

Accounting and tax management of extensive investment portfolios
Tax and regulatory requirements - dealing with international tax, FATCA/CRS, the exemption method and compliance
Consolidation and reporting across legal entities and family-controlled companies.
Inheritance, generational change, optimization of corporate structures, etc.

We combine deep industry insight with tailored financial management, allowing families to focus on strategy and long-term value creation!

Accounting and consulting for Family Office

Aider can assist with:

Challenges in the industry

Would you like to have a chat with us?

Tomas Lorentzen

Ole Joachim Jonstang

Tonje Ulltveit-Moe