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Wealth planning for families

Effective wealth management requires knowledge of the financial impact as well as the tax implications of your investments.

Our financial engineering experts are specialised in Luxembourgish and international law. They can assist you with specific questions relating to your private and professional assets:

  • helping to draft legal documents and other documents required to conduct management operations or wealth structuring on your behalf
  • setting up contacts with top experts and international firms specialised in wealth planning for families (legal experts, accountancy firms, tax advisers, property firms and family offices), and following up on your behalf

Our expertise:

  • Analysis of your wealth situation
    We analyse your personal, family and asset situation, and discuss your requirements in terms of wealth management and estate planning. We can help you find the right solutions for structuring and planning your wealth.
  • Private portfolio and international investment structuring

    We are available to discuss any information or advice you may require directly or indirectly related to family law or wealth management.

  • Assistance with legal and wealth matters for families
    • We find the most efficient arrangements for your property investments in Luxembourg and abroad, including direct investments or via specialised investment vehicles
    • We can help you with arrangements for protection of the under-aged, seniors and handicapped members of your family
    • We discuss and advise on the problems that may arise in your family after your death

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Le cartouche gestionnaire

More information

Thierry FEIS

Private Banking adviser

tel: (+352) 49 924 3710


Accès aux documents

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