Wealth planning and families

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

In recent years, two new developments have made made this more important than ever:

• Changes in savings tax legislation (both nationally and on a European level) require increased transparency with regard to taxpayers' assets
• As families relocate to other countries for private and professional reasons, their asset management needs are becoming increasingly complex

A comprehensive understanding of the international aspects of wealth structuring is vital to ensure that all aspects of the management and organisation of the asset and property portfolio are taken on board.

Luxembourg's international focus has enabled it to adapt to the new requirements of local and foreign investors. It has built on its expertise in asset management to expand its offering to include wealth management advice and estate planning.