Client Group

Private Client Group

The Private Client Group at Fortis Lux addresses the needs of high net worth individuals who face unique tax and estate planning challenges.  If you have experienced financial success and wish to ensure that your legacy is transferred efficiently, the subject matter specialists in our Private Client Group can assist.

We listen carefully, conduct case consultations among multiple expert advisors, and simplify complex estate planning, tax mitigation and other business owner concerns, in order to show our clients the way forward.

Our clients include:

– Individuals who potentially face substantial tax obligations
– Individuals who seek to do legacy, estate and charitable planning
– Individuals who have experienced (or anticipate) major liquidation events
– Business owners looking for succession or exit strategies

We offer:

– Trust and estate planning strategies
– Tax mitigation strategies
– Financial planning
– Business financial planning
– Business succession strategies
– Charitable giving strategies
– Wealth management
– Risk Management

Contact us for a conversation about your advanced planning needs.