Private Wealth Services

A complete range of services for family-owned businesses, by our dedicated specialists team.

Private Wealth Services

Owners of family businesses and wealthy families are confronted with a variety of challenges: in a difficult global economic environment, they need to define a strategy to grow organically or by acquisition, seek new investors, protect and structure their personal wealth, invest their assets in a tax efficient way and perhaps the toughest challenge of all - prepare for succession.

Your needs

Whatever your goal - restructuring your business, boosting your profits, defining strategy to grow either organically or by acquisition, preparing the transfer of your business, planning the succession to a family member, or seeking to structure the return of your assets - we have developed, in PwC Luxembourg, with the Private Wealth Services team an integrated approach to support private companies and family businesses in their objectives.

Our Services

To better serve private companies, their shareholders and wealthy families, we have put together in one team experts from our main lines of services. As far as Private Wealth Services are concerned, we consider ourselves as a Multi Family Office. Our family office services include strategic, operational, financial, tax and estate planning advice. We supply our clients with independent services and expertise and ensure that there is no conflict of interest.

The services we offer are:

Strategy and operations

We have developed an innovative approach to help our clients make the most of Luxembourg's stable political environment and high-performing business environment. We can analyse your value chain and pinpoint opportunities for improved performance by finding the right location for your key functions.

Moreover we can help you to draw on your core skills and resolve a range of issues:

  • Supporting you in developing effective corporate performance management tools
  • Making your people a source of competitive advantage
  • Resolving issues around finance function effectiveness
  • Aligning your IT resources with your business objectives
  • Improving your internal control framework

Financial strategy

Our firm can assist in developing financial strategy for your family business. Our services include:

  • Reviewing financial performance of the family portfolio
  • Preparing business plans, valuations and information memoranda for new financial investors
  • Fundraising for new business ventures and projects
  • Advising on mergers, acquisitions and disposals

Family and corporate governance

Corporate governance is about accountability and communication. At PwC, we are committed to championing good governance and understand the importance of local concerns and traditions. We can help family businesses through a range of corporate governance services:

  • Family representation on the board, family shareholders' exit
  • Designing and assessing corporate governance structures
  • Assessing board activities and recommending improvements

Wealth structuring

While you take advantage of the opportunities resulting from an open world, diversifying your portfolio, real estate and other assets across the globe, we can provide turn-key solutions and services ranging from structuring advice to assistance in the fields of regulatory and tax reporting in a broad number of jurisdictions thanks to our multi-cultural and multi-competencies professionals and PwC's strong network. We can help in ensuring cost-efficiency while offering you the certainty of complying with the domestic legislation in the jurisdictions where you invest or plan to invest.

Succession planning

The main concern for all family business owners is planning for the transfer of ownership and the transfer of management. Both of these need careful long-term planning. Transferring ownership is the most difficult challenge facing family business owners. Based on our experience gathered with family-owned businesses, we have developed a methodology to plan the orderly transmission of property while minimising tax consequences.