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PRIVATE WEALTH & ESTATE PLANNING

Private wealth & estate planning

Private wealth and estate planning need to be structured with all the care and efficiency of corporate business affairs while dealing with the additional complexity of a sometimes sensitive context. We build long-term relationships with our clients to ensure mutual trust and a deep understanding of their business, personal affairs and priorities.

Private wealth and estate planning

Why Choose Our Private Wealth Team

Multi-disciplinary advice across legal, tax and structuring matters for private clients, families and family offices.

Trusted Client Relationships

We build long-term relationships to ensure trust and a deep understanding of clients’ personal and business priorities.

Multi-disciplinary Expertise

Experience across corporate, governance, structuring, real estate, funds, civil and tax law for complex domestic and cross-border matters.

Practical & Creative Solutions

Recognised for finding innovative, pragmatic solutions tailored to private clients, entrepreneurs, families and family offices.

Experienced Advisers for Complex Family Affairs

Our cross-disciplinary capabilities let us anticipate issues early and provide practical, strategic advice on wealth preservation and succession.

Our clients

Our clients benefit from our multi-disciplinary expertise in all aspects of highly complex domestic and cross-border transactions involving corporate, governance, structuring and restructuring, private equity, real estate and investment funds, as well as civil and tax law.

We advise private clients including entrepreneurs, families and family offices at national and international level, and are recognised for finding innovative, creative solutions to meet their needs.

Our services

We understand the challenges private clients face today. Our advisory services include:

Questions of marital status, multi-jurisdiction, heirs or absence of heirs, incapacity

Diversity of assets and related financial, tax and ESG considerations

Administrative and tax implications of residency or relocation

Setting up of philanthropic projects and charitable foundations

Instruments and legal provisions under Luxembourg legislation

Complex domestic and cross-border litigation (inheritance, governance, shareholder rights, wills)

Mediation and arbitration proceedings for disputes

Latest Insights & Work Highlights

Recent publications and notable matters involving private wealth and related services.

2025 Cross-Border Distribution Conference: Seizing new opportunities for growth — Posted 14.05.2025

Etude Breininger maintains top rankings in Chambers Europe 2025 — Posted 24.03.2025

Work highlights: Stonehage Fleming acquires Private Client Services business of Maitland — Posted 22.07.2021

We provide bespoke solutions for wealth preservation, succession and governance tailored to each client’s situation.

WHAT OTHERS SAY

Market recognition for private wealth work

Selected feedback from industry directories and clients.

"
The key people I know there are really competent and best in class. They are very responsive. Sometimes we have an urgent request and it is helpful to have lawyers who are agile.

Chambers High Net Worth 2022

Private Wealth Law Luxembourg

"
They have been in the market for a long time. They are very good and they have a good team.

Chambers High Net Worth 2021

Private Wealth Law Luxembourg

"
They are very good – they are very big on funds.

Chambers High Net Worth 2020

Private Wealth Law Luxembourg

Industry Recognition

Cross-Border Distribution Conference 2025

"2025 Cross-Border Distribution Conference: Seizing new opportunities for growth — Posted 14.05.2025"

Firm announcements

"Etude Breininger maintains top rankings in Chambers Europe 2025 — Posted 24.03.2025"

Related expertise

Explore areas that commonly intersect with private wealth and estate planning.

Need Advice on Private Wealth or Estate Planning?

Contact our private wealth team for succession planning, governance and tax-efficient structuring.