The subscription process is simple when guided by experienced advisers. We handle the complexity so you can focus on your goals.
Ready to secure your wealth?
Working with an independent broker offers advantages that a direct subscription cannot match — at no additional cost to you.
Objective advice without conflict of interest. We work for you, not for the insurers.
Our services are remunerated by the insurers. You pay the same fees as with a direct subscription.
For investments starting from €250,000, we negotiate the removal of entry fees for you.
Personalized investment strategies tailored to your risk profile and objectives.
Long-term portfolio supervision with regular performance reviews and rebalancing.
All requests are handled through secure channels with full regulatory compliance.
We favor a prudent and controlled investment approach, focused on capital preservation while seeking reasonable growth. Our approach emphasizes diversification, quality, and a long-term perspective. Target returns generally range between 4.5% and 6% per year, depending on your risk profile and investment horizon.
Past performance does not guarantee future results. Investing involves risks, including the possible loss of capital. Returns may vary depending on market conditions and individual circumstances.
Schedule a free consultation with our advisory team to explore how Luxembourg life insurance can meet your wealth protection objectives.
Planifiez une consultation gratuite avec notre équipe de conseillers pour explorer comment l’assurance-vie luxembourgeoise peut répondre à vos objectifs de protection patrimoniale.
We begin with a comprehensive discussion of your financial situation, goals, and constraints.
Based on our analysis, we develop a personalized strategy tailored to your specific objectives.
We present our recommendations in detail, explaining the reasoning behind each choice.
Once approved, we manage the administrative process — documentation and compliance verification.
Your contract is active, but our support continues. We provide regular performance reviews.
Minimum investment amount
Fully remote process available
No Luxembourg bank account required
Individuals and companies accepted
Multi-currency options available
The typical subscription process takes 2 to 4 weeks between the initial consultation and contract activation. This timeframe allows for a complete compliance and documentation check.
Compliance checks with regulatory requirements
Document and identity verification
Account opening with the custodian bank
For those considering intergenerational wealth transfer with tax-efficient features.
To protect and structure personal wealth separately from business assets.
Current or future expatriates who need a portable solution recognized internationally.
