Wealth structuring and
operations for families
that outgrew their advisors.
Independent, fee-only model. We coordinate the structures, banks, counsel and reporting so a single quarterly pack tells you everything — and a partner answers the phone when it matters.
Four practices, coordinated by one partner.
You speak with partners. Always.
No relationship managers. No sales team. No call routing.
Background descriptions are illustrative for this demo.
From introduction to onboarded — typical milestones.
Anonymised case sketches.
Detailed references shared on a reciprocal-NDA basis.
Founder post-exit. Multi-jurisdictional structuring; tax-efficiency review against status quo.
Three-generation family. Governance, IPS and entity simplification.
Custody and lending-line review across multiple private banks.
Illustrative case sketches. Past situations do not predict future outcomes. No investment, tax, legal or accounting advice is given on this site.
Before you write to us.
What is your minimum?+
Engagements are scoped for families with €5M+ in investable assets. The fit conversation is free and confidential regardless.
How do you charge?+
Fixed annual retainer, scoped in the engagement letter and disclosed in writing before onboarding. No commissions, no retrocessions, no custody-based fees.
Where is custody held?+
With your existing or selected private banks. We are independent and never take possession of assets.
Are you regulated?+
Engagements operate under applicable Luxembourg law. Specific authorisations and external-review references are shared with prospective clients during diligence under NDA.
How is my information protected?+
Inquiries are handled under our published privacy policy and reviewed under NDA before engagement. We do not share or sell contact data.
A 90-second qualification.
Reviewed personally by a partner. A partner aims to respond within two business days. Not a fit? We will tell you and recommend who is.
Qualification
Engagements are accepted on a limited basis to preserve partner attention. A short qualification helps us route you to the right partner.