Discovery & Wealth Assessment
Every family has unique financial goals. We analyze your wealth, investment structure, and future needs to design a personalized strategy.
At Makinen Invests, we offer personalized financial solutions that preserve legacies and support sustainable growth. Our approach combines discretion, expertise, and a commitment to safeguarding your wealth for future generations.
Rooted in integrity and a global outlook, we guide high-net-worth families through the complexities of wealth management — ensuring stability, succession, and diversification with a focus on long-term success.
We provide refined, client-focused guidance in the stewardship of family wealth — integrating deep expertise across key disciplines to protect assets, foster stability, and support lasting prosperity through every generation.
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We focus on building and preserving wealth through strategic asset management, ensuring a personalized approach that matches your family's financial vision.
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We create customized investment strategies that balance growth and risk, enabling your family to reach long-term financial goals while adapting to the evolving market landscape.
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We help minimize your tax liabilities through smart, tax-efficient investment strategies, ensuring compliance with global regulations and preserving your wealth.
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We specialize in alternative investments, including private equity, real estate, and renewables. Our diverse portfolio reflects our commitment to sustainable growth, with a strong focus on investing in renewable energy projects that drive long-term value.
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We assist in shaping your philanthropic legacy, combining wealth growth with social impact, so you can make a meaningful difference while securing your family’s financial future.
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Our business and estate planning services protect and transfer your assets seamlessly, ensuring your wealth and values are passed down efficiently to future generations.
For 20 years, Makinen-Invests has been at the forefront of wealth management, delivering strategic insights and custom solutions that safeguard assets and ensure long-term growth for families, navigating the complexities of generational wealth with precision and care.
Every family has unique financial goals. We analyze your wealth, investment structure, and future needs to design a personalized strategy.
We develop a diversified investment strategy aligned with your long-term goals, balancing growth, liquidity, and capital preservation.
We execute the investment plan, select strategic assets, and apply risk management measures to optimize returns without compromising security.
We ensure family wealth is protected for future generations, optimizing succession planning and tax efficiency.
Building a Lasting Legacy Wealth is more than financial assets—it is the foundation of a family’s future, representing stability, opportunities, and the ability to shape the lives of future generations. Thoughtful wealth management goes beyond accumulation; it ensures security, sustainable growth, and a seamless transition across generations by balancing risk and opportunity in...
Strategic Wealth Management for Lasting Legacies Effective wealth management is essential for preserving family legacies, ensuring financial stability across generations, and fostering long-term growth. A strategic approach allows families to navigate market fluctuations, optimize investment portfolios, and safeguard their wealth through diversification, risk management, and forward-thinking financial planning. By leveraging expert guidance and...
Sustainable Wealth: Investing in a Greener Future Renewable energy plays a crucial role in shaping a cleaner, more sustainable world, offering an opportunity to align financial success with environmental responsibility. By directing investments toward green energy solutions, families not only generate strong financial returns but also contribute to the long-term health of the...
Our team is ready to help you build a secure financial future with tailored strategies and expert insights.
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