Helena Robertsson is a Senior Partner with more than 25 years of experience in serving as trusted Tax advisor for companies and individuals around the world. She is the Global Leader of EY's Family Enterprise practice. Between 2017 and 2019 Helena was responsible for Family Enterprise and Private Client practice in Europe, Middle East, India and Africa. She also led the Family Enterprise team in the Nordics and the Tax practice in Stockholm. Her passion is helping entrepreneurial families design long-term strategies and implement the right tools, skills and training to succeed from generation to generation.
Helena uses her broad expertise in national and international taxation to help her clients resolve complex issues related to capital gains taxation, global mobility, compensation and benefit planning, tax return compliance, transfer pricing, international corporate tax, and other matters. She served as Lead Partner in various engagements with some of the largest family offices, private equity companies, private equity partners, high-net-worth individuals, and private companies in the Nordics. She advised several private equity funds in developing effective fund and carry structures.
Helena holds an MSc in Business Administration and Tax Law from Stockholm University. She is a certified tax adviser and the Chair of the Stockholm University Center for Commercial Law. She also serves as a board member of the Swedish-American Chamber of Commerce in New York.
Helena is a frequent speaker at tax conferences and tax education seminars in Sweden, and regularly comments on tax matters in the media.