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.

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

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Contact us

Alain Meunier

Tax Partner, Private Wealth Services Leader, PwC Luxembourg

Tel: +352 49 48 48 3314

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