Private Client
Our Private Client team is well-equipped to address the legal and tax aspects of private wealth management. Today, the key challenges are geographical asset diversification and generational wealth transfer. In this article, you will find out more about the issues our clients are facing.
Contact usTrusted by clients, recognised by Chambers
Being a one-stop shop for legal and tax services, Sorainen is trusted by many high-net-worth individuals, as well as founders and CEOs of companies.
Our work in this field has also been recognised by the prestigious international legal directory Chambers High Net Worth – it ranks our Private Wealth Law practice as the market-leading team in all Baltic states.
Family governance
Our lawyers help to preserve your wealth for future generations or join a family business as smoothly and seamlessly as possible. To achieve effective governance of a family business, preparing a family constitution is recommended. Such a document defines the family’s values and mission, regulates a course of action in case of unexpected events and secures the continuity of your business.
Connecting success with good causes
Wealthy individuals often have concerns that go far beyond their wealth and financial returns – they strongly support charitable causes, the arts, the environment and social entrepreneurship. We work to ensure their mission is successful by taking care of all related legal and tax aspects.
Contact us
-
Counsel
Kärt Anna Maire Kelder
Estonia -
Partner
Laimonas Skibarka
Lithuania -
Country Managing Partner
Saulė Dagilytė
Lithuania -
Partner
Sergej Butov
Lithuania -
Counsel
Jurgita Karvelė
Lithuania -
Partner
Jānis Taukačs
Latvia -
Counsel
Santa Rubīna
Latvia -
Partner
Dr Kaido Künnapas
Estonia -
Partner
Karin Madisson
Estonia
Experience
-
Wealth management company
Assistance in structuring the estate succession of a natural person through a life assurance instrument issued by an insurer incorporated under the laws of Luxembourg
-
Private client
Successful representation in a complex tax audit and pre-court dispute with the tax authorities regarding the tax-efficient structure of the client’s financial portfolio
-
Private client
Advice on unauthorised use of images of items belonging to a private art collection
-
Private client
Advised a Lithuanian living in the USA on estate planning, real estate and taxation matters and management of the client’s personal investments in Lithuania
-
Private client
Advice on real estate, shares in different companies and estate planning, conclusion of the client’s will and establishment of a trust abroad
Newsroom
-
Liechtenstein Tax Conference 2024
Event / November 28-29, 2024 / German / Vaduz, Liechtenstein