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.
- 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
- 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
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.
Yves Philippart de Foy (Senior Associate, Tax Law, Arendt & Medernach),
Alexandre Gobert (Counsel, Corporate Law, Mergers & Acquisitions, Arendt & Medernach).
- Private bankers
- Wealth manager and wealth advisors
- Family offices
- Private clients and entrepreneurs
- All professionals in charge of HNWIs
For any information, please contact us by e-mail firstname.lastname@example.org