Transmit my assets
Preparing for the future safely
BNP Paribas Wealth Management in Luxembourg offers you the opportunity to:
Secure your family's future
Receive tailored advice on transmitting on your wealth, including your real estate wealth, to future generations.
Wealth engineering solutions can take the form of protection solutions such as insurance policies, which guarantee you an income or an annual annuity.
Our offering also includes long-term solutions aimed at protecting your private, real estate, or financial assets.
Secure your company's future
Whether you are preparing a business sale or a business transfer, advance preparation is essential to maximise value and create the best possible conditions, including for any real estate assets.
BNP Paribas Wealth Management works with you to:
- Define the solutions adapted to your business acquisition or disposal projects,
- Structure your investor relations (via a shareholders' agreement), organise a buyback by your managers (LMBO) or pass it on to a close family member (FBO).
- Optimising the holding of your assets, including your real estate assets,
- Secure your wealth transfer.
Our entrepreneurs' advisors also review your current level of protection to identify additional needs based on your financial situation and business valuation goals.
We help you define the strategic asset allocation that suits you
Analysis and optimisation of your wealth
A detailed view by asset class, independent of the custodian bank. A diagnosis combining a quantitative and qualitative approach to assess profitability and risks.
Cash and investment management
Support for the allocation of cash, adapted to your situation and objectives. An analysis of the impact of your investment projects on your wealth.
Preparing for the transfer of your domain name
A global approach to anticipate the challenges of transmission. Guidelines for structuring your wealth in this context.
Understanding the investment mechanisms
An overview of the characteristics of the different asset classes. Elements to better understand their complementarity within your portfolio.
Our expertise:
A global vision
We take into account all of your existing assets, your investment plans, as well as your constraints and objectives.
Precise indicators
Our approach is linked to key performance and risk indicators.
Optimal allocation strategy adapted to your situation
We model tailor-made allocations by integrating all asset classes, both traditional and alternative (direct real estate, listed or non-listed companies, private equity,...).