Banques et Finance

Legal Framework of Family Offices

Objectives
The objective of this training module is to provide the participants with a good overview of the regulatory environment of a Family Office in Luxembourg.
Programme
  • Types of Family Offices
    • Single Family Office (SPO)
    • Multi-Family Office (MFO)
  • Law of December 21, 2012
    • Definition of Family Office
    • History of Family Office
    • Clients of Family Office
  • What is a Family office as per the Law
    • Professionals under the scope of the Law
    • Regulation and transparency
  • Activities under the scope of the Law
  • Provision of wealth advisory services
  • Wealth management
  • Activities excluded by the Law but part of the common definition of Family Office
  • Steps to consider when starting a Family Office
Formation
Formation
& Examen
Examen
EN

Pas de date disponible

2 heures
125,00 EUR