APELSO Wealth Management

The Wealth Management you need. APELSO Wealth Management is Hungary’s first full scope wealth management provider group offering wealth planning. asset management and succession planning services. As trusted business advisors, we discuss with our clients matters pertaining to the family fortune and evaluate possibilities for increasing returns on investments and design tailor-made solutions for asset protection, wealth and estate planning. Managing a family’s wealth, however, does not stop at structuring. We provide comprehensive financial planning, investment advisory and portfolio management services, as well as setting up and managing investment funds and private equity funds through our investment services arm, a licenced Hungarian fund management firm. Our trusts & estates team is ready to either take the role of a trustee, as a licenced Hungarian trust company, to protect and safeguard family wealth, or provide comprehensive investment, advisory and accounting services for family trusts. Our broad network of top-tier external partners, such as tax advisors and other specialists ensure reliable and efficient management and investment decisions for all kinds of assets, ranging from liquid assets to real property, from family business to art treasure. We strongly believe that preparation is key, and an unprepared business is very vulnerable should a sudden death, disability or divorce occur. We therefore help business owners and their families prepare for generational transfer by establishing a family contingency plan, reorganizing the business, setting up a transparent group structure and make the necessary legal steps to achieve a smooth transfer, which may include setting up a trust, adopting a family constitution and/or drawing up a testament.