Private Wealth Management SPF

Société de Gestion du Patrimoine Familial

The SPF is a dedicated vehicle for holding and managing the financial assets of an individual or family such as shares, bonds, cash, savings, equities, currencies, precious metal, derivatives, options, warrants, futures, or any other financial instruments.

It is an unregulated entity and does not require any business licence.

The SPF is exclusively designed for investors managing their private wealth; therefore shares of the SPF cannot be used for public placement and cannot be publicly offered or quoted on a stock exchange.


Eligible investors are:

a) Individuals managing their private wealth, or

b) Private wealth management entities acting for one or several individuals (trusts, family offices), or

c) Intermediaries acting on behalf of a. or b.
 

Prohibited activies

There are a number of prohibited activities, such as, but not exclusively:

 

Granting of loans:

The SPF is not allowed to render any kind of services, including the granting of interest bearing loans - even to companies in which the SPF holds a participation. It may however make cash advances or guarantee the liabilities of a company in which it holds a participation, but only on an ancillary basis and without remuneration.

 

Holding intellectual property:

The SPF is not authorised to hold directly any type of intellectual property.

 

Holding real estate:

The SPF may not invest directly in real estate. However, it may acquire holdings in corporations or other non-transparent entities that hold real estate.

 

Creatrust, for innovation and reliability

Creatrust specialises in providing services for private wealth management as well as the formation and management of Luxembourg corporate structures. At the core of our operation is a team of in-house experts specialising in accountancy, fiscal, legal and regulatory issues.

Fill in an online contact form to give us some background information on your requirements and we will call you back to discuss your options. Alternatively, you are very welcome to call our offices today on +352 277 299 99 so that we can begin the process of exploring the possibilities available to you.

 

Legal Form

Eligible Assets

Equity/Liabilities

Taxation Regime

 

Read also :

Family Office Department

Contact us

T +352 277 299 88

Creatrust is a member of the Ordre des Experts Comptables (Luxembourg) and an independent member of TGS Global Network Limited, an international network of professional business advisors.

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