Private clients

Managing private wealth involves more than simply holding assets: it requires anticipating their protection, organisation and transfer across generations. These issues become particularly sensitive where assets, family members or heirs are located in several jurisdictions. In Luxembourg, the presence of international families, investors and cross-border wealth structures makes such planning essential to ensure the legal consistency of the arrangements put in place. Our Private Clients team advises business owners, investors, international families and heirs on succession planning and the organisation of their wealth and family arrangements.

We assist our clients with the structuring and implementation of wealth transfer strategies, the preparation of succession arrangements and the organisation of donations. Our work may also involve the administration of an estate, the division of assets, the management of family property or the prevention of disputes between heirs. Where required, we coordinate our work with notaries, tax advisers, banks, family offices and other relevant advisers.

Our team takes into account the composition of the estate, the family situation and the objectives of each generation. It ensures consistency between succession arrangements, asset-holding structures and the constraints arising from the different jurisdictions involved. This approach enables us to anticipate the legal consequences of a transfer and assist families with potentially sensitive wealth-related decisions, while seeking sustainable solutions that are clear and understandable to all those concerned.