Enhancing your wealth over the long term
In an increasingly complex world, our role of private banker is to ensure we bring you peace of mind and pay careful attention over the long term. Life is not always plain-sailing. Every stage of life raises big questions that call for big decisions. You need your bank to be a trusted and reliable partner.
Make the right decisions for tomorrow. Peggy Damgé, Private Banking Adviser
Comprehensive wealth support
Assessment
Summary of your personal, family and financial situation
Engineering
Planning scenarios tailored to your personal situation
Advice
Advice in all areas including family law and inheritance
Expertise
Introduction to leading specialists (lawyers, accountants, property professionals, etc.)
Support
Assistance with setting up solutions
Make your wealth a focal point that brings the family together
Facilitating cohesion and ensuring that each generation understands each other, as well as providing the resources to construct a shared family project are major considerations at a time when the family takes different forms and puts roots down in multiple locations. Making your wealth an issue that brings the family together and providing the means for the family to nurture their bonds matters to us. Our approach is based on listening, discretion and the ability to take a comprehensive view of your wealth and family context.
Passing on your wealth to future generations
Passing on your wealth is a critical time when all the aspirations of the different generations come into the melting pot. Our objective is to safeguard your family harmony. To this end, we offer you bespoke support.
Protecting your heirs and relations from life's unknowns is a concern which involves planning for the handover of your estate.Anne Goedert, Family Practice Adviser
Understanding the breadth of your history
We will work with you to protect the value and stability of your wealth. We will work with you to pass it on from generation to generation. Your life’s projects have meaning, for you and your children. Whether private or professional, cultural, property-based or financial, we take into account not only your wealth but also your history, your values, your areas of expertise and your projects.
Cross-border legal and tax expertise
Our wealth-engineering specialists are experts in Luxembourg, Belgian, German and international law. They can answer all the questions about your personal and business assets. Our experts will also assess the financial, tax and inheritance implications of your decisions.
Our services
Assessment
Support in structuring and arranging the handover of your wealth and property to your heirs
Analyses
Specific situations taken into account include blended families, vulnerable heirs, direct transfer to grandchildren
Solutions
The most appropriate solutions are implemented, such as the establishment of a family asset holding company, change to the matrimonial property regime, drafting a will and life assurance.
Let's discuss how we can help you
3 min
