Makinen Wealth was founded on the belief that wealth is more than numbers it is family, legacy, and continuity. We exist to serve a select group of families who value trust, discretion, and a partner who truly understands their unique needs and aspirations.
Our journey began with a simple principle families deserve a wealth management partner who goes beyond traditional investment services to provide comprehensive support across all aspects of family life. Over the years, we have cultivated an approach that combines time-tested traditional planning with modern, agile strategies, enabling us to protect wealth while seizing meaningful growth opportunities.
Every relationship at Makinen Wealth is deeply personal and long-term. We take the time to understand not just your financial goals, but your family values, generational aspirations, and vision for the future. This insight allows us to create bespoke strategies that preserve wealth, ensure intergenerational continuity, and support lifestyle needs, education, philanthropy, and succession planning.
Makinen Wealth is a multi generational family office dedicated to serving a select group of families who value trust, discretion, and long-term continuity. Our purpose goes beyond managing wealth we are custodians of family legacies, ensuring that assets, values, and traditions are preserved and nurtured for generations to come.
We specialize in comprehensive wealth management, combining traditional financial principles with innovative, forward looking strategies. Our services encompass portfolio planning, private investments, risk management, succession planning, business advisory, lifestyle services, philanthropy guidance, and education support. This holistic approach ensures every aspect of a family’s wealth and well-being is carefully considered and managed.
At Makinen Wealth, we take a hands-on, personalized approach. We invest time in understanding each family’s unique values, aspirations, and long-term goals. By aligning our strategies with these priorities, we create custom solutions that protect existing wealth, foster sustainable growth, and empower future generations to thrive.
Our team of experts brings decades of experience, global insight, and unwavering professionalism to every client relationship. We combine discretion, integrity, and strategic foresight to deliver stable, reliable, and innovative solutions in a constantly evolving financial landscape.
We are committed to building enduring partnerships. Our role is not just advisory we are active participants in a family’s journey, providing guidance, oversight, and support in every facet of wealth and lifestyle management. From safeguarding investments to planning philanthropic initiatives, we ensure that each decision reflects the family’s values and long-term vision.
