Private Wealth Management Our expertise



At Experta, we have an expertise of over 50 years in providing services to the international private clients as high net worth individuals, families, business owners, entrepreneurs and family offices.

Our client’s focused team of relationship managers is ready to assist you in 8 different languages (English, French, German, Dutch, Italian, Spanish, Portuguese and Luxembourgish).

The solutions we offer are global and tailor-made. We adapt our services to suit best our client’s needs. We understand that our clients expect us to adapt our services to their complex financial situations.

To ensure a consistent approach, we collaborate with different advisors (lawyers, private bankers, accountants etc.) of our clients and coordinate their projects to the highest standards.

Through our wide network of external partners and intermediaries, we can assist our clients in finding the right counselors to their individual projects.

Our service offer includes:

  • Comprehensive assessment and analysis of the client’s financial circumstances and finding the best solution to optimise their assets
  • Incorporation, administration and day-to-day management of corporate and investment structures that are subject to Luxembourg law such as Luxembourg companies (Soparfi, SPF, SIF, SICAR, Securitisation vehicle)
  • Provision of foreign investment vehicles
  • Wealth planning instruments, to ensure that our clients and their families will preserve and enhance their wealth across generations
  • International estate planning solutions in an asset protection and inheritance planning context
  • IP and image rights structuring
  • Dedicated investment funds
  • Real estate structuring
  • Participation in M&A transactions, collaboration with lawyers and tax advisors
  • Investor search and acting as intermediary between investors and “start-ups”.

Our aim is a long-term satisfaction of our clients. In order to achieve this, we regularly monitor and review the implemented solutions to ensure that they are the most effective ways to preserve and enhance our clients’ wealth.

To learn more about our methodology and services please click here

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