Industry Segments

Corporates

Services of interest to SOPARFIs, SPF, Securitization, Companies law, large groups, SMEs, Start-ups, entrepreneurs

Funds, Alternative Funds and Securitization Companies

Services to SIF, SICAR, Securitization, Private equity, real estate

Banking, Insurance and Financial Services Professionals

Services to banking, insurance and PSF industries

Family Office Businesses and High Net Worth Individuals

Services to HNWI, families, family office businesses

Individuals

Services to individuals

Other Professionals

We offer our expertise to support other professionals

Launch and incorporation

  • First advice on set up of legal entities
  • Launch and set up legal entities:
    • Support selection and coordination of advisers and service providers (lawyers, banks, auditors and custodians)
    • Coordination with service providers (lawyers and other professional services firms ...)
    • Draft the articles of incorporation and coordinate with notary
    • Assistance with cash and custodian account opening with major banks
    • Obtain CSSF authorizations
    • Review of fund documentation
  • Coordinate and review of fund documents such as PPM/Offering Memorandum, SLA and transaction documents with various parties

Directorship

  • Provision of independent directorship mandates

Financial reporting and operational support

  • Financial statements compilation
  • Reports customization to client’s preference
  • Drafting mock up financial statements

Accounting advisory services

  • Financial accounting advice, opinion and support: independent views, complex issues, multiple GAAP reporting
  • Accounting conversions, impact assessment and implementation of new accounting standards and amendments (Lux GAAP, IFRS ...). Example : IFRS 9, IFRS 13 ...
  • Lobbying and follow up on changes
  • Drafting disclosures on the adoption of individual accounting standards
  • Preparing technical presentations on specific accounting matters
  • Support with complex accounting matters (hedge accounting, impairment, business combinations…)
  • Training on accounting matters (IFRS, Lux GAAP, specific accounting matters)

Regulatory advisory services

  • Support on impact assessment and implementation of regulatory requirements.