Private wealth & estate planning

Private wealth and estate planning need to be structured with all the care and efficiency of corporate business affairs while dealing with the additional complexity of a sometimes sensitive context. We build long-term relationships with our clients to ensure mutual trust and a deep understanding of their business, personal affairs and priorities. This allows us to identify potential existing or future issues and address these at an early stage.

Our clients

Our clients benefit from our multi-disciplinary expertise in all aspects of highly complex domestic and cross-border transactions involving corporate, governance, structuring and restructuring, private equity, real estate and investment funds, as well as civil and tax law. We are recognised for finding innovative, creative solutions to meet our clients’ needs.

We advise private clients on private wealth and estate planning matters, with clients including entrepreneurs, families and family offices, both at national and international level. 

Our services

We understand the challenges that private clients may face when it comes to private wealth management and estate planning given today’s growing complexity of family structures. We advise and assist our clients in:

• Questions of marital status, multi-jurisdiction, heirs or absence of heirs, incapacity
• The diversity of assets and the related financial, tax and ESG considerations
• Administrative and tax implications of residency or relocation
• Setting up of philanthropic projects and charitable foundations
• The various instruments and legal provisions allowed in Luxembourg legislation
• Complex domestic and cross-border litigation, including inheritance disputes, disputes on governance and shareholder rights, validity of wills, etc.
• Mediation and arbitration proceedings in case of disputes

What others say about us