Wealth Management

Advice to build, protect and transfer your wealth

With competitive advantages ranging from its pioneering legislation to its developed financial sector and stable environment, Luxembourg is now recognised as a growing operational hub for wealthy individuals, family offices and family businesses.

Our Wealth Management team is here to help you take the best possible decisions to structure and further grow your wealth. We take the time to build relationships  based on an understanding of your unique circumstances, your business and financial goals.

We provide you with practical advice and innovative solutions within Luxembourg or cross border using our worldwide network while remaining cost efficient.

Wealth Management

Your challenges

  • Optimise the worldwide detention of your assets in view of future developments
  • Build a strong wealth organisation and estate anticipation plan to avoid unpleasant surprises and protect your assets 
  • Transfer your private and professional assets and values to the next generation

How we can help

  • Design and implementation of Luxembourg platform(s) for worldwide business and private assets
  • Optimisation of financing structures
  • Development of tax strategies to meet your family and business needs  
  • Maximise compliance with international tax and regulatory requirements

  • Design and implementation of standard or sophisticated asset protection structures such as Trusts, Foundations, Luxembourg funds, etc.
  • Segregation of private and business assets
  • Sanitary checks to identify and manage risks in existing structures
  • Implementation of appropriate reporting systems

  • Assessment of your global situation (i.e. family, business, portfolio, etc.) and goals
  • Design of a succession strategy to anticipate the future
  • Monitoring of the existing solutions to ensure permanent relevance and compliance
  • Reflexion on philanthropic goals
  • Matrimonial and inheritance agreements

  • Development of governance concepts and guidelines for your family business
  • Advice on the definition of shareholder’s rights and obligations
  • Implementation of family and governance structures and support with the drafting of family charter
  • Assistance with the digitalisation process
  • Participation to family business community events

  • Set up and development of your own family office
  • Assistance in running a family office on a daily basis (i.e. digitalisation, accounting, reporting, tax and legal advice)
  • Holistic diagnostic of your family office technology, governance as well as operational controls, management and processes to monitor risk



Contact us

Valery Civilio

Tax Partner, Managed Services Leader, PwC Luxembourg

Tel: +352 49 48 48 3109

Charles-Henri de Villedon de Naide

Tax Senior Manager, Wealth Management, PwC Luxembourg

Tel: +352 62133 36 96

Jefferson De Lima Matias Oliveira

Director, Asset & Wealth Management, PwC Luxembourg

Tel: +352 62133 35 45

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