Private wealth
We offer a comprehensive range of legal services to trust companies, private banks, family offices and individuals with connections in many different jurisdictions, including the UK, the USA, Canada, continental Europe, South Africa, Australia, Latin America, India and Asia.
Our services in this area centre around the three key elements of international tax & wealth structuring, private banking and wealth management.
International tax & wealth structuring
Our advice to clients includes:
- Using investment vehicles to preserve family wealth and legitimately minimise taxes and other claims, eg forced heirship
- Structuring the tax-efficient acquisition, retention and sale of real estate, portfolio investments and trading businesses for international clients
- Multi-jurisdictional tax planning for international families
- Will and estate planning for cross-border estates/families
Private banking
Our advice to clients includes:
- Specialist tax advice on issues arising from the structure of client businesses and related capital and liquidity requirements
- The structuring of banking and investment products offered to clients
- Tax implications of remuneration and incentives
- Regulatory requirements which impact on dealings with clients and potential clients including client acquisition, anti-money laundering, client disclosure and product information
- Disputes and regulatory investigations
Wealth management
Our advice to clients includes:
- Advice on Luxembourg tax issues in connection with international investment structures
- Structuring of family estates for high net worth individuals
- Set-up of private wealth management companies and related tax advice
- Inheritance planning