Wealth
Portfolios built to last a generation. Listed, private, real assets — held, not flipped.
DiscoverWelcome to
Apex Advisory
A private house in Gothenburg. Wealth, family and succession — counsel that stays in the room.
Since 2009 we have sat with a small number of families. Quiet rooms. Long mandates. No theatre.
The house
Rooms you look through, not posters you scroll.
The work happens behind the door: investment, family office, succession. Each portal is a practice. Open it.
Family
A family office without the noise. Governance, liquidity, the calendar of a household.
Discover
Succession
Who holds what, and when. Structures that survive a founder, a sale, a silence.
Discover
The mandate
Open the door. Stay as long as the work requires.
We take a handful of new families a year. The first conversation is not a pitch. It is whether the chemistry holds.
The table
Partners, not a platform
Clara Lind
Managing partner
Family office and succession. Twenty years in the quiet part of wealth.
Erik Holm
Investments
Listed markets. Patience as a method, not a slogan.
Sofia Berg
Family office
The household calendar, liquidity, and the rooms that stay private.
Lukas Dahl
Private markets
Unlisted holdings held for decades, not for a quarter.
Adrian Lin
Counsel
Structures that survive a founder, a sale, a silence.
Nora Ahl
Tax & structure
The quiet architecture under the house: entities, treaties, time.
Jonas Berg
Stewardship
Governance, grants, the long paper that keeps a house intact.
Freja Holmgren
Succession
Who holds what, and when. Next generation without theatre.
By introduction
Write. We answer ourselves.
A short note is enough. If it is a fit, we propose a time in the house.