Advisory built for the complexity of substantial private capital.

Design and review of multi-tier holding structures — Luxembourg SOPARFI, Sàrl and foreign vehicles — coordinated across jurisdictions to balance control, tax efficiency and regulatory compliance.

Frameworks for decision-making, reporting and conflict resolution within families of substantial wealth — family charters, investment committees and governance protocols tailored to each family's dynamics.

Design of family office operating models — staffing, service-provider selection, reporting architecture and cost allocation — whether a dedicated single-family office or a multi-family arrangement.

Independent review of direct investments, private equity and real estate transactions — structuring, due-diligence oversight and negotiation support, with no product bias or placement fee.

Design of philanthropic vehicles — foundations, donor-advised structures and impact mandates — that align family values with durable, well-governed giving.

Governance and structuring for significant collections — art, wine, real estate and other passion assets — including ownership structures, insurance and succession planning.

Structuring holdings to benefit from Luxembourg's participation exemption on dividends and capital gains — the cornerstone of efficient holding structures for substantial private wealth.

Leveraging Luxembourg's extensive double-taxation treaty network to minimise withholding tax leakage on cross-border income flows within holding structures.

Aligning Luxembourg vehicles with structures in Switzerland, the UK, the US, the UAE and beyond — ensuring each jurisdiction's tax position is understood and optimised in the context of the whole.

Structuring ownership and exploitation of intellectual property and intangible assets under Luxembourg's IP tax regime, where applicable to the family's commercial activities.

Managing Luxembourg net wealth tax exposure through structuring choices, asset allocation and timing — minimising the annual cost of holding substantial assets through Luxembourg entities.

Inter vivos and testamentary transfer structures designed to minimise gift and inheritance tax leakage across multiple jurisdictions while respecting family intent.

Advising principals on personal tax-residence optimisation — relocation, residence permits and the interaction between personal residence and the holding structure's tax position.

Ensuring structures meet CRS, FATCA, DAC6 and local reporting requirements — because a structure that cannot be defended on compliance is not a structure at all.