Solutions
Wealth structures designed with institutional judgement.
Every solution is built on the same principle: to organise wealth so that it becomes safer, more useful and more enduring than before. Our work combines three complementary fronts — structural protection, access to liquidity and international organisation.
Wealth Structuring
Corporate and wealth organisation under domestic and international holdings, with criteria of protection, succession and fiscal rationality.
Structured Liquidity
Credit operations backed by real wealth, without divestment — preserving ownership, income and long-term strategy of the asset.
International Organisation
Wealth structuring in strategic jurisdictions, geared toward internationalisation, diversification and protection against country-risk concentration.
Example of application
Liquidity without divestment — an operation structured against wealth.
For entrepreneurs with significant yet illiquid wealth there is a well-established institutional path in the international market: to use the asset itself as collateral for a structured credit operation, conducted under a regulated jurisdiction. The operation is known in the European market as Lombard Loan and has been widely used by Swiss and European private banks for over a century.
01
Eligible Asset
A high-value real asset — real estate, corporate stake, receivable or securities portfolio — is identified and technically appraised.
02
Holding Organisation
The asset is allocated to a corporate structure organised to act as the wealth holder in the operation.
03
International Collateralisation
The structure is submitted to a regulated platform in an international jurisdiction, which analyses, values and validates the asset as collateral for the operation.
04
Credit Release
Capital is made available to the client based on the appraisal of the asset, fully preserving the ownership and income of the original wealth.
The problem it solves
Significant wealth is often also illiquid wealth. Selling a high-value asset to access capital implies realising gains, tax cost, loss of recurring income and — in many cases — the disorganisation of a long-term strategy. For the consolidated entrepreneur, selling is rarely the answer.
What the structure offers
Access to relevant capital with full preservation of the asset — its ownership, its income and its strategic function. The operation is conducted under institutional governance, with a clear separation between structuring, custody, management and execution, in accordance with the jurisdiction's regulatory standards.
Eligibility, sizing and terms of any operation depend on the analysis of the asset, the corporate structure and the client's profile. Every operation is subject to the criteria of the applicable jurisdiction and to the completion of KYC and AML processes.
Example of application
International structuring in a consolidated European jurisdiction.
For wealth requiring international organisation, qualified corporate separation and institutional governance, Luxembourg has consolidated itself over decades as one of the most relevant jurisdictions of the European Union for wealth, corporate and fund structuring.
The choice of Luxembourg is not circumstantial: it is the result of a combination of factors that few jurisdictions bring together at the same time.
Institutional Stability
Founding member of the European Union, with a mature financial regulation supervised by the CSSF (Commission de Surveillance du Secteur Financier).
Corporate Efficiency
Corporate vehicles internationally established for wealth holdings, with predictable legal and tax treatment and a long track record of application.
Treaty Network
A broad network of double-taxation treaties, including a treaty in force with Brazil, offering fiscal rationality to cross-border structures.
Fund Centre
The world's second-largest investment fund centre, with a complete infrastructure of administration, custody and institutional governance.
Typical applications
- — International wealth holdings for the corporate organisation of entrepreneurial families and investors.
- — Investment vehicles for diversified international allocation, with institutional governance and reporting.
- — Wealth-continuity structures aimed at succession organisation and long-term preservation.
- — Funds dedicated to specific wealth profiles, structured according to applicable regulations.
The choice of jurisdiction, type of vehicle and corporate architecture is defined case by case, according to the wealth profile, strategic objectives and the legal and tax analysis applicable to both the home and the destination jurisdiction.
How we operate
Strategy first. Structure afterwards.
We do not start from a product to fit the client. We start from the client's wealth — its composition, its risks, its strategic function and its continuity objectives — to then design the appropriate architecture.
This is the essential difference between distribution and structuring.