Private Wealth Management Our methodology and services

2. Implementation

• Incorporation of the adequate structure after choosing the most appropriate solution based on our assessment
• Incorporation and management of
  • Holding and family wealth management companies
  • Wealth planning instruments
  • International estate planning solutions
  • Dedicated investment funds
  • Life insurance
• In case the best solutions to optimise your investments are out of scope of our core expertise, we liaise with our business partners to ensure you find the most suitable service providers to implement your projects

3. Follow-up

• Regular monitoring of the adopted financial strategy and review of whether it is still suited to your specific needs and your income expectations

Operational management and reporting services

Our wide range of services in relation to unregulated Luxembourg vehicles (as Soparfi and SPF) includes the following:

• Incorporation and management services

  • Coordination of the incorporation process for Luxembourg companies
  • Provision of a registered office for the company, creation and maintenance of a dedicated file and register, as well as arrangement of dedicated office space
  • Drafting of bylaws and liaising with the notary public and the players involved (tax advisors, lawyers, auditors) for the incorporation process
  • Liaising with a Luxembourg credit institution with respect to the opening of a bank account
  • Registration of the company with the competent authorities
  • Day-to-day management, assistance and coordination of each project by a relationship manager dedicated to the client

• Company secretarial services

  • Assistance with the organisation of ordinary and extraordinary shareholders’ meetings, as well as meetings of the board of directors
  • Drawing up of the related minutes and attendance lists
  • Filing and publication of the resolutions of the annual general meeting
  • Other services to the company in order to comply with local regulatory requirements and formalities
  • Provision of Luxembourg resident directors and if required, registered with and/or approved by the CSSF

• Accounting and reporting services

  • Provision of statutory bookkeeping and analytical accounting
  • Preparation and filing of the annual accounts of Luxembourg companies
  • Assistance with the preparation and presentation of financial statements to Luxembourg chartered auditors
  • Preparation of interim financial statements according to the requirements of the client
  • Provision of a statutory auditor for Luxembourg companies

• Tax filing and other tax related work

  • Preparation of Luxembourg tax returns together with detailed fiscal annexes
  • Dispatching of tax returns for signature to the legal representatives of the company and after reception, filing with the tax authorities
  • Communication of instructions to debit the account of the company for payment of all due taxes
  • Provision of specific advice with respect to the tax situation of Luxembourg companies

• Other, optional services concerning unregulated vehicles

  • VAT
    • VAT registration, if required
    • Filing of VAT returns
  • Payroll services
    • Setting up of the payroll process (drafting of the employment contract, registration of employees to the tax authorities and the social security services,..)
    • Payment of wages
    • Payment of social security contributions
  • Office space
    • Rental of furnished offices with all standard facilities, including the use of a shared board room, dedicated phone/fax line, a shared copy machine and incoming mail handling

Please see our services related to regulated vehicles by clicking here