Our approach

Wealth planning goes beyond managing your money. It is about protecting what you hold dear: the lifestyle you want to maintain, your children’s education, where and how you will live in retirement, the legacy you will leave, etc.

Our originality lies in the global approach to the cross-border nature of your assets, whether movable or not. Our team of experts, with a solid legal background, covers the markets that matter the most to you. Our experts work closely together with renowned consultants to provide you with adequate solutions in an objective manner. Our relationship managers can rely on their know-how and experience. Indeed, the way you structure your wealth, coupled to your place of residence, have a major impact on your tax liability, both on capital and income.

We provide expert guidance and a range of services to help you protect your wealth now and in the future. Whether you want to safeguard your existing wealth or make plans for the next generation, our wealth planners will work with you to understand – and help you achieve – your individual and family goals. 

Plan your future

Do you want to transfer your company, support your family or think about inheritance? Find out more about how to transmit your wealth.

Do you have assets abroad or maybe you want to buy a holiday house? Are you considering to move to or retire in another country? Find out more about what to do when you have an international aspect in your wealth.

Would you like to protect the wealth you have accumulated so far and facilitate the wealth transmission? Or maybe you want to consider a marriage contract? Find out more about our solutions for wealth protection.

My Money

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Where to find us

26 Place de la Gare, L-2965 Luxembourg