Advisory services

Tax and accounting

Design, planning and implementation of appropriate tax structures
Assistance during corporate reorganisations (merger, spin-off, sale or acquisition)
Transaction services (e.g. real estate transactions, private equity, other investments)
Tax due diligence services
Liaising with Luxembourg tax authorities
Design and implementation of accounting systems

Advisory services to asset managers, investment advisors and other professionals of the financial sector in relation to the implementation of appropriate structures
Assistance from planning to implementation of various types of entities, including financial participation companies (SOPARFIs), securitization vehicles, risk capital investment companies (SICARs) and specialised investment funds (SIFs)
Preparation and submission of files to regulatory authorities

Succession planning and financial engineering
Advice and assistance in the formation of companies for managing family wealth (SPFs), foundations or trusts for wealth management and planning purposes
Assistance with the drafting of escrow agreements, shareholders’ agreements and other corporate agreements
Consolidated reporting of portfolios held with investment managers in different financial institutions
Transfer of assets to charities