Services

Our services

aviron-montagne

ASSESSMENT

  • Personalised and confidential analysis of your financial circumstances by our team of experts
  • Consideration of all aspects of your estate (cash, property, transferable securities, etc.)
  • Definition of your specific requirements (inheritance, fiscal optimisation, etc.) and understanding of your projects (property acquisition, transfer of your business, etc.)
  • Presentation of a suitable estate planning strategy

IMPLEMENTATION

  • Incorporation of the adequate structure after choosing the most appropriate solution based on our assessment Incorporation and management of companies
  • Holding and family wealth management companies
  • Wealth planning instruments International estate planning solutions
  • Dedicated investment funds
  • Life insurance in case the best solutions to optimize 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

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
Experta Corporate and Fund Services S.A.
42, rue de la vallée
L-2661 Luxembourg