Luxembourg Private wealth management services
Made to measure solutions
For our private wealth management 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
Whatever your end goal, an IPO, expansion into new markets, succession to a family member, or sale, integrated tax planning for the business, owner and other stakeholders is critical to managing through the market’s ups and downs and addressing regulatory and legislative developments that could impact business and personal wealth.
Deloitte’s Private Wealth Management (PWM) practice helps HNWI understand and plan for the potential tax impact that new legislation, regulations and changing market conditions can have and alter the course when needed.
Our practitioners have deep experience in areas such as individual tax and wealth planning matters, succession planning, international tax and private equity. PWM draws on specialists from other areas to provide you with an integrated approach to planning. For such issues, our team can bring together the various resources needed to address your circumstances.
If you are operating globally, we also can draw on the resources of the member firms of Deloitte Touche Tohmatsu Limited, in over 150 countries, to consult on specific tax matters pertaining to country and regional jurisdictions.
There are several areas where tax planning can be instrumental to your business success and personal wealth, from income taxes to succession planning to effective use of available credits and incentives, and more. Whatever your situation, we will employ our deep technical knowledge gained from serving private companies globally in a multitude of industries to address your tax compliance and planning opportunities.
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