Cross-border structuring, holding strategies and wealth planning for HNWIs, family offices and international groups. Drawing on our long experience in the Grand Duchy, we read your terrain, corporate, personal and fiscal, and recommend the route best suited to where you are going.
Luxembourg is a small country with a long memory, and a regulatory grammar built up over half a century of cross-border practice. Before any structure is drawn, we listen: to the activity, the shareholders, the horizon, the family. Advisory here is not a deck of options, it is a careful reading of the instruments, in the light of who you actually are.
From there we map the vehicle that fits, SOPARFI, SCSp, SCI, family foundation, individual holding, and the way it sits within the European tax landscape, ATAD, Pillar Two and substance requirements included. One dedicated advisor stays beside you the whole way, from the blank page to the first board meeting.
SOPARFI, SCSp and master-holding setups for European groups and international investors. We work alongside promoters, tax counsel and bankers to build structures that hold under ATAD, Pillar Two and CRS, and run quietly, year after year.
Civil structures, family foundations, succession arrangements and personal holding companies for HNWI and family offices relocating to or through Luxembourg. Discreet, measured, calibrated to the next generation as much as to the current one.
For operating groups using Luxembourg as a European bridge: substance design, intellectual property and finance vehicles, treaty network mapping and a coordinated rollout across every jurisdiction the file will travel through.
Four stages, one dedicated advisor. Each engagement opens with a thorough conversation and closes with a written plan precise enough for the rest of the firm, formation, tax, accounting, to execute without retelling the story.
A free, confidential exchange. We listen to the project, the people and the constraints. No template, no engagement letter, just a first read of the terrain and a clear sense on what would be worth exploring further.
A focused mandate, one clear deliverable: a structuring memo covering vehicles considered, tax and regulatory implications, substance requirements, costs and a recommended path. Reviewed with you, your counsel and, where useful, your bankers, until the route is agreed.
The plan moves from paper to practice, coordinated with our formation, corporate-services and tax desks, with notaries in Luxembourg and the RCS, and with any external advisors already involved on your side.
Once the structure is live, the same advisor stays on the file. Annual reviews, periodic recalibration, support on the next acquisition, sale or family event. The long European road is travelled together.
Turning the key on the structure we have just designed, legal form, articles, notary, RCS and the first administrative breath of a Luxembourg entity.
Once the vehicle is in motion, the co-pilot reads ahead, corporate and personal tax planning, filings and ongoing dialogue with the Administration des contributions directes.
A distinguished registered office in Luxembourg, mail handling and representation, the quiet anchor for the structure we have just drawn together.
Whether you are weighing a holding restructure, a family relocation or a first move into Europe, we are here to listen before we advise. A first exchange costs nothing and commits to nothing, except, perhaps, the beginning of a long road travelled together.
