BESPOKE BUSINESS & FAMILY ADVISORY
We are a team of independent and trusted advisors of choice for families and businesses, with a focus on ultra-high net worth individuals and family business owners.
We help plan, structure, manage, sustain and preserve wealth and success across generations and geographies, thanks to our established background and experience in private banking and wealth planning.
Through our personal connections with experts in over 60 countries we gain access and insight to local knowledge and expertise to serve clients mainly in Europe and globally.
The Your’s Difference
FAMILY BUSINESS OWNERSHIP
FAMILY BUSINESS ADVISORY
Planning for the family
REAL ESTATE ADVISORY
Estate tax returns
Real estate tax issues
FAMILY GOVERNANCE ADVISORY
Decision making process
Continuation of the founder’s vision
WEALTH PLANNING AND STRUCTURING
Start up counsel and corporate taxes
Tax reduction strategies & gifts tax returns
We involve and engage to make sure that family members and other stakeholders have a seat at the table and a voice that is heard.
We encourage and seek harmony and solutions that work for all. WE find our power in working together.
We are not daunted by complexity; in fact, we are stimulated by the challenge of creating intelligently simple solutions.Exclusively Inclusive
Our relationships with our clients are precious, personal and private.
Our approach is collaborative, confidential and comprehensive.
We take our time to establish a deep understanding of the issue and opportunities faced by our clients and their family.
We believe in establishing mutual and enduring trust.Yours Confidently
We are based in Luxembourg, and we work wherever our clients are based.
We are built on established background and experience in private banking and wealth planning.
We draw on experts from around the corner and from around the world to take care of the data and the technicalities.Global Expertise
After 20 years working with renowned private banking and wealth planning advisors around the world, Jean-Louis is now sharing his expertise with you at Yours Business and Family Advisory.