Are you preparing for succession, considering a business transfer, or looking for a comprehensive wealth review?
Putting the family behind your business first
You’ve built a business and created wealth over many years. But how do you make sure your assets are preserved, structured, and passed on the right way—for yourself, your family, and the next generation?
At Grant Thornton, we advise owner-managers and high-net-worth individuals on succession planning, business transfers, personal tax strategy, and the key decisions that arise when business, holding companies, investments, and family are closely connected.
We help you see the big picture—so you can make long-term decisions with peace of mind.
When does Family Service make sense?
As time goes on, many owner-managers and wealthy families face complex questions about succession, personal taxation, pensions, investments, and long-term wealth planning.
- Are you considering passing your business to the next generation?
- Has your personal wealth become more complex?
- Have you sold your business and need to plan your next steps?
- Are your tax, pension, and personal finances in order after an exit?
- Does your wealth support your family’s goals and values—now and in the future?
At Grant Thornton, we offer strategic advice where business, family, tax, and long-term wealth planning meet.
How we can help you
With Family Service, Grant Thornton’s specialists help you bring clarity and structure to complex wealth matters.
We help you build the right framework around your business, personal finances, and ownership—so principal shareholder taxation, succession, and long-term wealth planning all work together.
We don’t invest or manage your wealth ourselves. That’s the role of banks, asset managers, family foundations, and family offices — partners we work closely with.
Why clients choose Family Service
1
See your entire wealth picture
Companies, private investments, taxes, and future plans should be considered together—not in isolation.
2
Make better decisions about ownership and succession
When business and family are closely linked, major decisions require both financial insight and personal consideration.
3
Navigate complex tax issues with confidence
Danish and international tax rules can quickly become complicated as your wealth, investments, and ownership evolve.
Family Service can help you with
- Wealth reviews and financial overviews
- Principal shareholder and personal tax
- Holding company and foundation structures
- Pension planning and post-exit personal finances
- Calculating your financial flexibility after a business transfer
- Mapping your family’s overall wealth structure
- Analysis of ownership, companies, and holding companies
- Strategic advice on long-term wealth structure:
- How should your wealth be allocated?
- What will your disposable income look like after an exit?
- How do you protect your family’s assets for the long term?
- Integrating business, personal finances, and investments
- Planning for ownership transfer
- Transfers to family or external buyers
- Calculating finances after an exit
- Structuring gifts, sales, or succession
- Coordinating with lawyers on legal documents, wills, and more
- Working with family offices and wealth managers
- Tax issues for owner-managers and families
- International tax issues
- Moving abroad and returning home
- Double taxation and cross-border issues
Speak to a specialist
