Aval Family Office

Overview

Aval Wealth Management Ltd operates as a licensed investment firm under the oversight of the Finnish Financial Supervisory Authority.¹ The wealth management service is directed to wealthy private people, families, companies owned for investment, nonprofit organisations and institutions.¹ Aval describes its offering as individually tailored investment advisory and wealth management support.¹

History

Aval’s reviewed website pages do not state a founding year.¹² Its 2024 RTS 28 report describes its role as a wealth manager that forwards orders to external investment service firms rather than executing orders itself.³ The report states that four intermediaries were used during 2024.³

Leadership

Niklas Åkerfelt is listed as Managing Director and Head of Wealth Management at Aval Wealth Management Ltd.¹ Anders af Hällström is listed as Head of Operations, Petra Sommardahl as Head of Administration and Mikael Palmgren as Director, Wealth Management.¹ Juhani Mäkinen is listed as chairman of the Aval Wealth Management Ltd board, with Esko Keskinen and Mårten Aspelin listed as board members.¹ Simo Valtti is listed as Managing Director of Aval Ltd, the business presenting governance, structures, tax and legal services.²

Services

Aval provides investment advisory and wealth management services designed for individual client needs.¹ It offers access to listed equities on leading exchanges around the world and identifies specialist expertise in European equities.¹ Its Aval Manager Selection service provides access to active funds and passive exchange traded funds across global asset classes.¹

The firm lists private equity, private debt and real estate investment opportunities among its products.¹ It also describes customised structured products, aggregate portfolio advice, second opinions on individual investments and environmental, social and governance advice concerning sustainability integration and individual ESG investments.¹ Services may support a special project or continue over the long term with administrative follow up.¹

Aval’s governance and legal services include strategic wealth management advice and assistance with solutions intended to remain sustainable across generations.² The firm advises family companies on ownership and management matters, supports boards and provides strategic consulting.² It undertakes projects and ongoing administrative tasks for individuals and companies in Finland and abroad.²

The firm analyses wealth management models and plans structures for the strategic needs of individuals and families.² Its planning services include intergenerational transfers, succession planning, financing alternatives and tax efficient solutions.² Aval also assists with wills and prenuptial agreements, including international situations, and lists company law, contract law, powers of attorney and property management routines among its legal and governance capabilities.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client focus

Aval identifies private wealthy clients, families, investment companies, nonprofit organisations and institutions as users of its wealth management service.¹ Its governance work addresses individuals, families and family companies, including ownership, management, board support and strategic planning matters.²

Investment philosophy and approach

Aval says its approach is long term and intended to support plans over time and across generations.¹ The firm says its service model combines broad experience with domestic and international networks.¹ Its 2024 execution report states that best execution is assessed using total price, including the instrument price and execution related costs.³ The report also states that the board confirms execution principles annually and that those principles apply to retail and professional clients.³

FAQs

Related resources

• LocationMultifamily offices in Helsinki

  This Helsinki-focused resource helps a family or business owner place Finnish providers in a local context. It can support questions about Aval's investment management, wealth planning, governance support and administration services, especially when regional access and familiarity with Finnish structures matter.

• Network siteOffshoreTrusts.com

  These guides explain how international trusts and cross-border asset planning may fit into broader wealth arrangements. They can help readers prepare questions about Aval's cross-border planning, tax planning and estate planning services when family members, companies or assets involve more than one country.

• Network siteFamilyOfficeDatabases.com

  A database of family offices and investors can help a reader research the wider market before contacting a provider. It offers a way to compare firm locations, client focus and service categories relevant to investment management, private investments, administration and family governance.

• GuideHow multifamily offices invest

  This overview of multifamily office investment approaches helps readers think through how a firm may handle portfolios, private investments and alternative assets. It can inform discussions with Aval about investment management, risk preferences, liquidity needs and the relationship between investing and wider family planning.

• Similar firmsTJI Management
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  Profiles of TJI Management, Wictor Family Office and Familiam Asset Management Oy provide additional Finnish or regional points of comparison. Reviewing their listed services can help a family or business owner identify which needs matter most, such as governance, estate planning, administration, tax planning or private investments.

Sources

1. Aval Wealth Management, , accessed 2026-10-23
2. Aval governance, structures, tax and legal services, , accessed 2026-10-23
3. Aval 2024 RTS 28 report, , accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.