Private Banking >The family bank >Planning wealth transmission

Our tax and legal expertise

Our tax specialists and legal experts are available to keep you up to date with the latest regulations and opportunities for tax efficiency in each country:

• Entities or tools such as donations, manual gifts, trusts, foundations and other international wealth management structures
  
  
• Creation of wealth management structures, specific to Luxembourg or other countries (trusts; soparfi - société de participation financière: financial holding companies; foundations etc), that help investors get the most out of the tax arrangements specific to each country, in the respect of applicable inheritance laws.
  
  
• Access to a trusted international network of lawyers with which the Bank has close links for problems related to estate-planning in certain countries.

If required, clients may request a tax statement for their country of residence.