Trusts, when laid out correctly, let you use your wealth to protect the people and causes you care about most. This is particularly true during life’s moments of transition and our trustee services can help smoothly guide you through.
With a well-designed trust you can safeguard your legacy, support charities and pass down assets to your heirs, at the same time, significantly minimizing the taxation of those transactions.
We set up and administer trusts that align with our client’s individual priorities and circumstances. Using our blend of legal, financial and geographic expertise, our trustee services help structure solutions that safeguard your hard-earned wealth during your lifetime and afterward.
The future is unknown, but your legacy does not have to be. If structured carefully, your trust can take away much of the unpredictability, helping you maintain control of the future distribution of your assets.
While fulfilling our ongoing management responsibilities we provide detailed annual summaries and keep up-to-date files so that your progress is easy to track.
Additionally, our trustee services team is prepared to address related obligations. For example, the maintenance of a trust entails specific tax and accounting practices, with which we have many years of experience. Our knowledge includes the creation of trusts in Luxembourg as well as their operation across borders.
Luxembourg Trustee Services at a Glance
Handling of settlements
- Estate settlements
- Personal injury settlements
Record & statement preparation
Ongoing management & supervision
- Annual summary of data
- Reporting & record keeping
- Management of trust’s assets
- Liaison between parties
Trust setup
- Gifts or inheritance
- Philanthropy
Taxes & accounting
- Trust taxation
- Principal & income accounting
- Estate & inheritance tax planning