Asset Allocation, Luxembourg Life Insurance, Trusts, Philanthropy, Legal Structure, Gifts Taxation, Inheritance Taxation,
Legal Instruments

Upon completing a wealth assessment, our firm assists privileged clients in developing an appropriate asset allocation strategy to achieve their objectives, thereby enhancing the protection of their investments.

We maintain privileged relationships with independent private banks, family offices, and wealth management services, which we especially leverage for matters concerning French-Swiss affairs.

Our firm has developed a methodology to optimize your life insurance policies safely and independently, both in terms of wealth and tax.

We provide our clients access to insurance specialists, particularly for establishing and managing life insurance policies in Luxembourg. Our experts ensure the proper designation of beneficiaries, with the option to transfer death benefits into a trust if needed.

Trusts offer versatile solutions for asset management and security. They can be used to transfer assets for security purposes (security trust) or to entrust the management of all or part of an estate to a trustee (management trust). Under certain conditions, trusts facilitate wealth transfer (e.g., life insurance, dismemberment, gifts with trust obligations), manage joint ownership when partition is not feasible, and provide financing for inheritance taxes.

Our firm collaborates with lawyers specializing in trust and fiducies to provide comprehensive advisory services, draft legal documents, and serve as impartial third-party protectors for your trust arrangements.

The firm is in position to assist families with philanthropic projects of a humanitarian, social, environmental, or cultural nature, and does so with a strong commitment.

Our firm specializes in crafting tailor-made company statutes (including asset holding companies), shareholders’ agreements, and various family agreements (such as family charters, family pacts, and family councils) designed to enhance your family’s reputation, prevent conflicts, resolve crises, and facilitate intergenerational wealth transfer.

Gifts must be meticulously designed and correctly executed to ensure the donor’s objectives are not compromised during estate division, particularly in cross-border and multi-jurisdictional contexts. Family transfer of a business is a critical and delicate operation in the life of a business leader.

The firm assists you in estate planning, as well as in amicable, transactional or contentious settlement of estates litigations.

More specifically, the firm has developed expertise in French-Swiss wealth transfer.

Our firm provides comprehensive assistance in drafting a wide range of legal documents, including those related to: companies, trusts and fiducies, foundations, endowment funds, transfers, wills, professio juris, provident funds, assignments of posthumous agent (mandat testamentaire), Dutreil pacts, gifts, inheritance declarations, estate divisions, and loans. 

We handle all ancillary work related to wealth, legal, and tax engineering, including loan renegotiation, managing family companies’ accounting, legal and tax duties, Swiss transfer of residence support, and estate administrative procedures.