LENDAU CAPITAL


Comprehensive wealth management and advice

ABOUT US

Comprehensive wealth management and advice

Taking the time to understand your primary goals is the first step in ensuring your financial success and security for your family.


While many advisors only consider your capital, Lendau Capital evaluates how your capital is invested based on your individual goals, investment horizon and risk tolerance.

We believe that having a structured common goal will be necessary for long-term success.


Our comprehensive wealth management is built upon the following key areas:
Capital, Retirement, Taxes and Law.


We understand that each individual have different needs and by helping you formulate and articulate your goals you can simplify your life in the process.


Wealth should serve, rather than complicate life.

SERVICES

CAPITAL


Based on your individual goals, investment horizon and risk tolerance, capital is managed as optimally as possible. We build on our investment report quarterly and model portfolios that are suited for you personally.

TAXES


No one wants to pay more taxes than they need to. Sometimes we can not affect the outcome, but in a few cases you could pay a lot less with the right planning.


PENSION


Our pension advice begins with a pension forecast.

Based on your pension forecast, we wil recommended how the capital is to be managed to achieve your goals. We then form a strategy together that work with your needs regarding survivor protection and

withdrawal strategy.

LAW


Will, cohabitation agreement, promissory note, gift certificate, future powers of attorney. These are obvious discussions in our advice as the right legal documents can be crucial in various life events.


OUR TEAM

SIMON

CEO


Background

Studies in Business Administration at Stockholm University
Studies in Global Management at Stockholm University

Credit Manager and Credit Analyst at Handelsbanken Finans




TORD

CHAIRMAN OF THE BOARD


Background
Chairman: Scibase, Encare AB, Hubbster AB, Medtentia Oy, Actea Consulting AB, Promimic AB, and Stille AB.


Boardmember: Seafire, Boule Diagnostics AB, Vitrolife AB and ArthroCare Inc.


CEO: Synectics Medical AB, Dantec AS and Sandvik Medtech AB.

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