Thanks to our in-depth expertise in Wealth Management, Family Office and financial investments, we can offer you tailor-made solutions that perfectly match your situation.
By combining our expertise in these four areas, we are able to offer you a complete range of personalized financial services, tailored to your specific needs and aimed at achieving your long-term goals. Our commitment to excellence and our customer-focused approach make us your trusted partner in every aspect of your financial journey.
Asset management is our core expertise. Thanks to our expert, multidisciplinary approach, you have access to top-quality investments that will help you build up your wealth.
In partnership with our network of banks and insurance companies, we offer you customized financing for your real estate projects, with attractive terms and long-term support.
In addition to financing, we support you in your real estate transactions with our market expertise, negotiating skills and extensive network to help you achieve your goals efficiently and cost-effectively.
To diversify your investments, we specialize in alternative solutions offering additional long-term returns uncorrelated with traditional markets.
Our consulting services are designed to help you navigate the complex world in these areas with ease. Supported by our network of specialists, we are here to guide you. Whether you are an experienced real estate investor or planning your estate for the first time, our team is on hand to provide you with expert advice and tailor-made solutions to meet your specific needs.
Our Financial Planning service offers a comprehensive analysis of your current and future wealth situation. We work with you to put in place a strategic plan that aligns your long-term financial goals with your available resources. Whether you are looking to save for retirement, fund your children’s education or manage your investments, our holistic approach ensures that each of these parameters is taken into account.
Our Family Office services are designed to manage all aspects of your private financial life. We act as your trusted advisor, taking care of everything from managing your investments to planning your estate. Our aim is to free you from the stress and complexity of financial management, allowing you to focus on what matters most to you.
Our multi-generational approach recognizes that each member of your family has unique financial needs. We work with you to develop a plan that takes into account the needs of each generation, whether planning for your children’s education, managing your retirement or preparing your estate. Our aim is to ensure that every member of your family feels supported and confident in their financial situation.
LM Capital, in partnership with the market leaders in Luxembourg life insurance and capitalization policies, offers a comprehensive and innovative range of products in this field. Wealth Management via Luxembourg life insurance policies is an efficient way of managing assets, particularly for people looking for international investment solutions, diversification, estate planning and tax advantages. All this is done in full compliance with the regulations of the client’s country of residence.
We are also active in Wealth Management via Trusts, structures that allow a person (the settlor) to transfer property, assets or ownership to a separate legal entity called a Trust for the benefit of specific persons (beneficiaries). Trusts are commonly used for Wealth Management and offer a number of advantages, including asset protection, estate planning and confidentiality. It is important to note that Trust laws vary from country to country, and the tax advantages and regulations surrounding Trusts can be complex. Our network of qualified legal and tax experts will ensure that the Trust is properly structured and compliant with the relevant legislation.
Our Management Mandates are available from CHF 300,000 via our AMCs, and on a personalized basis from CHF 500,000.
Whether you are an experienced investor or just starting out, we work to understand your financial objectives and develop a strategy that meets your expectations.
We ensure quality execution, availability and independence to grow your wealth. We firmly believe that the key to a successful client relationship lies in trust and transparency.
You also benefit from access to our network of qualified legal, tax, inheritance and property experts. We are here to provide you with sound advice and solutions that are unique to you. In short, we are committed to providing you with a comprehensive service that meets all your financial needs, while giving you the peace of mind you deserve.
In addition to wealth management, our team of investment advisors specializes in a variety of areas, including private equity and real estate. We understand the importance of developing personalized investment strategies to maximize your returns and manage your wealth effectively.