Private wealth - Luxembourg


Private wealth - Luxembourg

Made to measure solutions

For our Private Wealth practice, serving private clients (business owners, entrepreneurs, wealthy families, artists, etc.) goes beyond a technical tax advisory relationship.

Our practice focuses on the situation of each client with a deep understanding of the business issues. The final objective is to help them to address their tax positions and declarative obligations.

In addition to your specific circumstances, our specialists bring a deep understanding of the current environment and how it may affect your company and your personal situation, from regulatory changes to globalization to the ups and downs of our economy.

In the past few years, the wealth management industries have changed significantly. The financial crisis has increased investor’s tolerance to risk, and the current low yield environment has made it more challenging to meet investor's expectation of returns while limiting risk. In addition, the pressure for global tax transparency from governments around the world to crack down on tax evasion and tax fraud, has caused a significant shift from offshore to onshore wealth.

In this current environment, tax considerations play a critical role when tailoring an appropriate approach 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.

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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.

For more information, please visit the AnyWealth website or email us on

Tailor made solutions


Pierre-Jean Estagerie

Pierre-Jean Estagerie

Partner | Global Employer Services

Pierre-Jean is partner in our tax department and has 15 years of experience in advising employers/executives on personal tax matters as well as private clients in a national and international context.... More