STRUCTURING, 01Aut. 10077274 · 142 Boulevard de la Pétrusse, Luxembourg

Strategic structuring in Luxembourg, the right structure, defensible and durable.

Strategic structuring is the design of the legal, tax and operational architecture best suited to your goal: holding, investment, acquisition or succession. We select the vehicle, give it substance and keep it compliant. FSL designs the structure, substance, accounting and compliance; legal opinions and reserved acts are coordinated with our partner lawyers and notaries.

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In short

Strategic structuring is the coordinated design of a Luxembourg structure, choice of form and vehicle (SOPARFI, holding, fund, SCSp), applicable taxation, substance and governance, driven by a wealth or investment objective. It aims for an efficient, ATAD-defensible and durable structure.

Reviewed by Mickaël LOCManaging Director · Licensed accountant 10077274 · Updated August 6, 2026ProfileLinkedIn
Legal basis

Forms and vehicles governed by the amended law of 10 August 1915; participation regime art. 166 LIR; substance and anti-abuse under the ATAD directives (laws of 21 December 2018 and 20 December 2019). Fund vehicles fall under dedicated frameworks (AIFM law of 12 July 2013, RAIF, SIF, SICAR).

Key takeaway

  • The structure must serve the objective, start from the need, not the vehicle.
  • ATAD substance conditions the efficiency and defensibility of the structure.
  • FSL structures and coordinates; reserved acts belong to the lawyer and notary.

Who this is for

  • International groups designing European ownership
  • Investors (private equity, real estate, venture capital)
  • Family offices and entrepreneurs structuring an estate
  • Buyers and sellers preparing an acquisition or an exit

What we do

  • Objective scoping and selection of the right vehicle
  • Ownership architecture and flow design (dividends, interest, gains)
  • Calibration of ATAD substance and governance
  • Accounting, tax and compliance set-up
  • Coordination of legal opinions and notarial acts with our partners

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Preparation checklist

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PPierre AnisimovGoogle reviewExcellente expérience. Communication fluide et équipe très réactive. Très satisfait de leurs services, fiables et professionnels. Je recommande vivement.MMichel NillesGoogle reviewI connected with Financial Services because they were on my list, and it was a fantastic decision. Their expertise in financial services is real.RRonaldo Robalo RochaGoogle reviewIch bin seit mehreren Jahren Kunde und äußerst zufrieden mit ihren Buchhaltungsdienstleistungen. Das Team ist erstklassig.Ccora magloGoogle reviewCette société fait notre comptabilité ainsi que celle de plusieurs de nos clients, sociétés commerciales et holdings, depuis 2017.BBenoit KaldonskiGoogle reviewConfier l'incorporation de ma société à Financial Services a été un véritable soulagement. Leur maîtrise des démarches administratives est remarquable.AAlicia MartinGoogle reviewService très professionnel et compétent. Les prix sont très abordables, rapport qualité prix très positif. Monsieur LOC est une personne formidable.BBonald MeasGoogle reviewMickaël is an expert in accounting and will provide counsel to optimize your tax. Professional, always available and super reactive.SSandra FernandezGoogle reviewMerci pour votre temps et vos conseils, mais surtout pour votre gentillesse et votre humanité. Un comptable-fiduciaire passionné et à votre écoute.AAndrei AlexandruGoogle reviewThe best in Luxembourg, prompt service. A person that everyone wants to have like a friend. Thank you for all the good things.TThomasGoogle reviewUn cabinet d'un grand professionnalisme, attentif aux besoins de ses clients, prodiguant des conseils avisés. Je ne peux que le recommander.FFlorinda NzangiGoogle reviewMuy profesionales en su trabajo. Los recomiendo sin dudar.PPaulina SefikGoogle reviewNous vous remercions pour votre travail et votre rapidité. Deux ans qu'on vous fait confiance et on ne le regrette jamais.

The process, step by step

01

Diagnostic & objective

Analysis of the objective (holding, investment, acquisition, succession), jurisdictions and constraints.

02

Design

Vehicle and form selection, ownership and flow scheme, target tax treatment and substance level.

03

Implementation

Coordinated incorporation (notary), substance, accounting, tax and compliance.

04

Monitoring

Governance, reporting and adaptation of the structure over time.

FAQ

Frequently asked questions

What is strategic structuring?

The design of the legal, tax and operational architecture of a Luxembourg structure to serve a precise objective (holding, investment, acquisition, succession), with the required substance and compliance.

Which vehicle should I choose?

It depends on the objective: SOPARFI or holding for participations, RAIF/SIF/SICAR/SCSp to raise and invest, dedicated structures for real estate or acquisitions. We scope the choice with you.

Do you carry out the legal acts?

We design and coordinate the structure, substance, accounting and compliance; legal opinions and reserved acts (notary) are handled by our partner lawyers and notaries.

Is substance essential?

Yes. Since ATAD, a structure without real substance risks losing tax benefits and treaty access. Substance is built in from the design stage.
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