Training Session

Wednesday
Jun 29, 2022
2:00 PM

To

Wednesday
Jun 29, 2022
6:00 PM
Where ?
Arendt House
41 Avenue John F. Kennedy
L-2082 Luxembourg-Kirchberg

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
- SOPARFI
- SIF
- SICAR
- SPF
- Securitisation vehicle

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

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

Case studies

Speakers

Eric Fort (Partner, Tax Law and Private Clients, Arendt & Merdernach)

Alexandre Gobert (Counsel, Corporate Law, Mergers & Acquisitions and Private Clients, Arendt & Medernach) 

Donjeta Beka (Associate, Tax Law, Arendt & Merdernach)

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

€500

 

For more information, please contact us by e-mail at institute@arendt.com

Related Content

Donjeta Beka
Associate

Eric Fort
Partner

Tax
Private Clients
Tax advisory

Alexandre Gobert
Counsel

Private Clients
Corporate Law, Mergers & Acquisitions
Private Clients