Wealth planning includes the strategic structuring of wealth based on existing assets, the family's current situation and future plans.
In a first assessment, we analyze the existing composition and structure of financial and real estate assets, as well as the current family situation and
existing future projects or to be developed.
The objective of the analysis is to develop the optimal future organization taking into account the constitution and protection of the
wealth, tax and estate planning.
The substantial target structure may involve one or more legal entities in different jurisdictions, including, for example, corporations, foundations or policies
life insurance.
In succession planning, the structure must, among other things, reconcile factors such as the needs, wishes and values of the center of
family's current decision with intergenerational considerations.
HR MANAGEMENT & INVESTMENT is an independent company based in LUXEMBOURG, specializing in wealth management and investment advice for an international clientele. Since its creation, HR MANAGEMENT & INVESTMENT has experienced organic and steady growth, focused on providing high quality service globally. Our team is made up of professionals from different cultures and backgrounds who combine their experience in private banking, investment banking and financial markets to provide our clients with the solutions best suited to their investment strategy.
We see the relationship with our clients as a close partnership, dedicated to the success of their family.
Trust, which is earned, is the central driver of this partnership. In this
process, we always act in close consultation with family decision makers.
The agreements made with us are absolutely reliable and the information shared with
business will always be treated with the utmost care and discretion.
We will always be the partner you can count on
Sustainability is a permanent task. This is why HR MANAGEMENT & INVESTMENT is committed in all areas of activity over the long term for the continuous optimization of management. sustainable business. Also with this in mind, we advise our clients on the opportunities offered by the transition to a sustainable economy. And we offer investment solutions focused on companies that are actively tackling today's sustainability challenges. We are committed to our clients, shareholders as well as to the authorities and the public to act in an ethical, honest and responsible manner.