About the training session
Objectives
- Understand the key Luxembourg structures used by high-net-worth individuals (HNWIs)
- Apply practical solutions to protect, grow and transfer private wealth
- Identify the most suitable structuring options for different client needs
- Grasp the tax implications and advantages of each solution
Content
- Understand the expectations of high-net-worth families and how to translate them into effective wealth planning strategies
- Navigate key transparency requirements, including exchange of information and regulatory expectations
- Explore Luxembourg’s wealth structuring toolbox, including:
- SOPARFI, SIF, SICAR, SPF
- securitisation vehicles
- Discover complementary structuring tools such as fiduciary agreements and family governance frameworks (including family constitutions)
- Leverage Luxembourg’s tax and regulatory environment to optimise private wealth structures in an international context
- Apply your knowledge through practical case studies inspired by real-life scenarios
Speakers
Our speakers belong to both our specialised and complementary teams and as such cover all legal, regulatory, taxation and advisory aspects of doing business in Luxembourg. We invite you to check our training agenda where the speakers are listed on each training session.
Target audience
Private bankers
Wealth manager and wealth advisors
Family offices
Private clients and entrepreneurs
All professionals in charge of HNWIs
Duration
4 hours
Languages
English, French , German (customised format)
For more information please contact us by e-mail institute@arendt.com