Effortlessly helps owners of closely held companies and their families get more time, more money and less tax.
01 — For whom
We work with a limited number of owners, companies and families – often with a holding structure, often over many years. Most have come to us through someone they trust.
02 — How we work
Quality & advice
We limit the number of clients we take on and focus on quality and advice.
Automation
What can be handled without us is handled automatically. You never give us the same information twice.
Closeness
You have one steady contact who knows your company, your family and your history.
03 — The way in
Application
Prompt contact with care for you and your referral
A first conversation
Onboarding
04 — Application