Luxembourg private wealth services
Made to measure solutions
For our private wealth practice, serving private clients goes beyond a technical tax advisory relationship. Our practice focuses on the situation of each client, with a deep understanding of the business issues, in order to help clients address their tax positions and compliance.
In addition to your specific circumstances, our specialists bring a deep understanding of the current environment and how it may affect your company, from regulatory changes to globalisation to the ups and downs of our economy.
While these trends represent overarching business and economic concerns, tax considerations play a critical role when tailoring an approach to these issues that is appropriate for a private company and its owners.
The services outlined on the following pages are important resources to leverage in planning for long-term success through today’s economic and regulatory environment.
At a high level, our services include :
- Owner and family wealth planning
- International tax and estate planning
- Succession planning
- Private equity
- Intellectual property
- Initial Putlic Offering (IPO) and listing services
- Art and finance - Tax structuring
- Single Family Office (SFO) set up - Tax aspects
- Income tax compliance and planning
Deloitte can help
The financial services industry relies primarily on cross-border business. As a consequence, Private Banks and Wealth Management firms deal with clients located in foreign countries with different regulatory and tax schemes, which increases the risks for their daily business activities.
In this context, Private Bankers or Wealth Managers usually want to know about:
- Any products or services that they can offer and where.
- Any attractive vehicles from a tax and regulatory perspective for their clients.
- Any tax reclaim and relief opportunities for their clients.
- Any documents that should be requested from new clients.
- And all of this anywhere and anytime…
To help our clients being knowledgeable on-the-go regarding all these topics, we have developed AnyWealth.
AnyWealth is a mobile solution to business development anywhere. This unique application allows Private Banks and Wealth Management firms to better serve their clients across borders. With its exceptional features such as a world map access, an offline mode, a dashboard view and chart view it will never be so easy to reach new clients and countries.
The application can be accessible from any laptops, on any browsers as well as from tablets. Once logged in, users can access four different modules covering regulatory, tax vehicles, tax reclaim and AML/KYC/CTF topics.
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