Zenith Family Office OÜ

Overview

Zenith Family Office OÜ coordinates investments, asset management, family legacy planning, personal financial matters, service providers, philanthropy, and lifestyle interests for its clients.¹

History

Zenith Family Office OÜ was registered in Estonia on 27 April 2011. The Estonian e-Business Register lists business and other management consultancy activities as its principal activity.²

Leadership

Hannes Pihl is a founding partner of Zenith Family Office OÜ and is responsible for investment management at Summus Capital OÜ.³

Aavo Koppel is a founding partner of Zenith Family Office OÜ and is responsible for corporate finance at Summus Capital OÜ.³

Services

Wealth management includes family wealth planning, financial monitoring, consolidated reporting, holding and investment company administration, tax-advisory coordination, banking and financing coordination, accounting coordination, investment access, inheritance and estate planning, residency matters, and philanthropic and lifestyle support.¹

Zenith’s real estate investment management work covers property search and acquisition, transaction support, investment and asset management, property-management coordination, private portfolio creation, property concepts, business analytics, fundraising, and bank financing.¹

Corporate finance services include family-asset institutionalization, mergers and acquisitions, capital raising, buy-outs, restructuring, and private-equity investment opportunities.¹

Business consulting encompasses business optimization, restructuring, market-entry support, market research, product-development and sales-strategy input, management services, partner identification, international banking infrastructure, and commercial and private asset structuring.¹

Accounting services include accounting-system setup, bookkeeping, payroll processing, tax-declaration preparation and submission, reporting, audit support, and advice on local and international transactions.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves wealthy individuals, families, and privately owned companies. It describes its work with families that share common history and values across several generations.¹⁴

Approach

Zenith states that its values include professionalism, integrity, development, and loyalty to clients.⁴ Its stated vision is to provide families with a cross-border “universe of trust” supporting intergenerational wealth preservation, enhancement, social responsibility, and sustainability.⁴

FAQs

Related resources

• LocationMultifamily offices in Tallinn

  This Tallinn directory helps families and business owners identify wealth management firms serving Estonia and nearby markets. It gives context for comparing local providers that may offer investment management, financial planning, administration, and cross-border advice for assets and family needs spanning generations.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts can fit into cross-border asset planning, succession, and estate arrangements. Readers with family members, companies, or property in multiple jurisdictions can use the material to prepare questions about tax planning, governance, and ownership structures.

• GuideMFO vs SFO vs virtual family office

  This comparison outlines how a multifamily office differs from a single-family office and a virtual model. It helps a prospective client assess which structure may suit needs such as investment management, bill pay, estate planning, and advice for a family or privately owned company.

• GuideThe annual MFO review

  The annual review offers a way to examine changes in the multifamily office sector, including service models and client considerations. A family considering Zenith Family Office OÜ can use it to frame discussions about investment oversight, planning, philanthropy, administration, and support across generations.

• Similar firmsAmbient Sound Investments (ASI)

  The profile for Ambient Sound Investments provides another reference point when reviewing firms on this site. Comparing its listed information with Zenith Family Office OÜ can help a family or business owner organize questions about investment management, private investments, planning, and the type of clients served.

Sources

1. Zenith Family Office
2. Estonian e-Business Register
3. Summus Capital bond prospectus
4. Zenith Family Office values

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.