Private wealth management

At FBX Legal & Tax, our private wealth management services are meticulously crafted to meet the diverse needs of our global and Luxembourg-based clientele. Serving a wide array of clients including families, high net worth individuals, family offices, and privately-owned enterprises, we offer comprehensive guidance and strategic direction, drawing upon our extensive expertise across various domains. With a deep understanding of our clients’ unique requirements, we provide bespoke services tailored to their specific needs.

Our private wealth management services encompass the following key areas:

• Wealth Advisory:

  Our dedicated team provides personalized services covering all aspects of wealth management, including customized asset structuring advice, risk management solutions, and representation in both contentious and non-contentious matters.

• Private Investment:

  Drawing upon our expertise in private investment, we collaborate closely with clients or family offices to optimize investment structures, mitigate potential risks, and maximize returns, thereby providing them with a competitive edge.

• Private Wealth Planning:

  Our team provides tailored advice on estate planning, asset protection, family governance, and wealth transfer, ensuring the long-term financial security of our high-net-worth clients.

• Estate and Trust Administration:

  We assist clients in effectively managing estates and trusts, offering tailored advice informed by our thorough understanding of regulatory requirements and risk management strategies.

• Succession Planning:

  We guide clients through the intricacies of succession planning, evaluating risks, developing optimal strategies, and facilitating informed decision-making to achieve favorable outcomes.

• Family office:

  We offer personalized advice on the establishment and management of family offices, family charters, and governance structures, helping clients navigate legal complexities seamlessly.

• Philanthropic initiatives:

  Our comprehensive advisory support extends to philanthropic initiatives and tax-efficient structures, encompassing compliance assistance and dispute representation to help clients optimize their philanthropic strategies within complex regulatory frameworks.

• Cross-border transactions:

  Providing legal and tax analysis of international regulatory requirements, identifying transactional challenges, offering strategic guidance, and assisting in managing the impact of international regulations on existing policies.

• AML Compliance:

  Drafting and reviewing policies and procedures to ensure compliance with anti-money laundering (AML) and counter-terrorism financing (CFT) regulations, including assessments aligned with CSSF circulars.