Family office

Fidor Luxembourg helps families, private clients and (ultra) high net worth individuals to organise and structure their private wealth. We advise and guide family offices on consolidating assets to protect wealth and transfer it to future generations.

Private clients turn to Fidor for our Family Office Vision, Family Office Structuring and Family Office Solutions:

Family Office Vision: Families have ‘visions’ or ‘mission statements’ which encapsulate their values, beliefs and objectives. Fidor assists families with vision planning by analysing what matters most to them, as well as the legal and fiscal framework within which they operate, to formulate a common set of future goals and to share the Importance Of The Investment Policy Statement (IPS). The IPS effectively comprises the family office’s Purpose, Objectives, Asset Allocation, Governance Framework, and Supplementary Policies and Guidelines.

Family Office Structuring: With a clear vision of what needs to be achieved, Fidor puts in place the necessary legal structures to hold, protect, preserve, organise and develop the family’s wealth. The right structure is essential to succession planning and takes into consideration the interests of various family members, their country of origin, residence and tax situation.

Family Office Solutions: Fidor provides coordination and monitoring of serviceproviders. Family members are given acces to real time insights and with daily reports on their wealth, share of the family assets, and allows them to manage their wealth from a central 360 degrees ‘dashboard’.

The Fidor difference

Fidor is a combination of the Latin words ‘fides’ and ‘valor’. These words mean trust and value, and are central to the services we provide.

Our strengths lie in building business relationships based on trust, delivering value and supported by expertise. We sit ‘at the same side of the table’ as our clients and use our knowledge to deliver effective solutions. What makes us different is:

Independence – a true multi-family office which advises, measures, monitors and helps to manage family assets and wealth without conflicts of interest. We do not provide investment advice, we do not offer any products, and, furthermore, we do not accept kickbacks or other commercial inducements.

In-house expertise – proven track record of organising complete wealth or inheritance situations, creating the best structures to hold private assets

Unique technology – innovative state-of-the-art solutions and proprietary software as a service (Saas).

Trust – With the Latin word fides is in our name and at the core of what we do

Our Family Office team offers an independent one-stop-shop for family offices and (U)HNWI that need robust, bespoke solutions backed by proven excellence in accounting, tax, legal and administration services. We protect family assets, add value and reduce overall cost wherever possible.