Training Session

Tuesday
Oct 9, 2018
1:30 PM

To

Tuesday
Oct 9, 2018
5:30 PM
Where ?
Arendt House

Objectives

Our training aims at initiating participants to Luxembourg vehicles mainly used by high net worth individuals (HNWIs) through concrete and practical examples and at providing them with tools to protect, develop and transfer private wealth estates with innovative solutions.

Upon completion of this training, participants will have a global view of the Luxembourg toolbox of private wealth structuring solutions adapted for HNWIs clients as well as their tax regime and understand their advantages.

Content

Introduction
- Concerns and needs of high net worth families and how these needs can be addressed in wealth planning
- Transparency - exchange of information

Luxembourg wealth management toolbox
- Private foundation
- SOPARFI
- SIF
- SICAR
- SPF
- Securitisation vehicle

Other private wealth tools
- Fiduciary agreements
- Insurance contracts
- Family governance and family constitutions

Main advantages of the tax and regulatory Luxembourg environment as compared to other jurisdictions

Case studies

Our methodology is interactive and includes case studies, analysis of specific issues and practical/operating implications deriving from the legal, tax and regulatory framework. In that purpose, you can provide us with documents which may help us building concrete examples.

A special focus is placed on interaction with participants as well as on question and answer sessions.

For registration, you can go directly onthe training agenda page and verify wether a session is available.

Speakers

Eric Fort (Partner, Tax Law, Arendt & Medernach),
Alexandre Gobert (Counsel, Corporate Law, Mergers & Acquisitions, Arendt & Medernach).

Target Group

  • Private bankers
  • Wealth manager and wealth advisors
  • Family offices
  • Private clients and entrepreneurs
  • All professionals in charge of HNWIs

Duration

4 hours.

Language

English

Price

€420

For any information, please contact us by e-mail info@arendtinstitute.com

Related Content

Alexandre Gobert
Counsel

Private Wealth
Corporate Law, Mergers & Acquisitions

Eric Fort
Partner

Private Wealth
Tax advisory
Private clients

Yves Philippart de Foy
Senior Associate

Tax advisory

Session Registration

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