Private
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 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 to show 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

Fortis Lux offers:

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

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC®.
Supervisory Office: 277 Park Ave, New York, NY 10172. Phone 212-578-0300.
CRN201912-229025

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