Succession and wealth transfer in Luxembourg, structuring, vehicles and coordination.
Preparing a transfer combines the structuring of holding vehicles, family governance and reporting. FSL handles structuring and administration; wills, gifts and succession deeds are the notary's remit. FSL handles structuring, administration and reporting; wills, gifts and notarial deeds are coordinated with our network of partner notaries and lawyers.
Succession structuring organises, upstream, the ownership and governance of an estate (via holding, SPF, agreements) to ease its transfer. In Luxembourg, succession and gift deeds are the notary's responsibility.
Luxembourg forced-heirship rules; Regulation (EU) 650/2012 ('Brussels IV') allowing, under conditions, a choice of the law applicable to the succession. Gift deeds and wills executed by the notary.
Key takeaway
- Financial Services Luxembourg structures and prepares; wills, gifts and succession deeds = notary.
- Brussels IV may allow choosing the law applicable to one's succession.
- Early structuring enables an orderly, documented transfer.
Who this is for
- Families preparing the transfer of a business or estate
- Entrepreneurs organising family governance
- International investors with multi-jurisdiction assets
What we do
- Ownership structuring (holding, SPF) ahead of transfer
- Family governance and bodies documentation
- Consolidated reporting and data preparation for the notary/lawyer
- Coordination of all parties
Ready to structure your succession & transfer structuring?
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Preparation checklist
Get the list of documents and steps to start without friction.
Official sources and verification
This page is written and reviewed by Mickaël LOC, licensed accountant in Luxembourg (business permit 10077274). The rules cited can be checked with the competent authorities.
Frequently asked questions
Do you draft wills or gifts?
No. These deeds are executed by the notary. Financial Services Luxembourg prepares the upstream wealth structuring and documentation, and coordinates with the notary and lawyer.
How to structure a business transfer?
Often via a holding owning the business, with documented governance and, where relevant, share gifts arranged with the notary.
Can I choose the law applicable to my succession?
Regulation (EU) 650/2012 allows, under conditions, choosing the law of one's nationality. The precise legal analysis sits with your lawyer; we structure accordingly.
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