We advise.
We connect.
Independent advice with no product push, protecting and growing your capital in line with your goals.
Wealth check
A thorough portfolio review with tailored advice for optimization, aligned with your financial goals.
Custodian bank selection
Help with selecting the most suitable custodian banks through LUWEA's trusted banking relationships.
Bespoke investment portfolio
Portfolios designed around your goals, risk appetite, and financial situation. Independent and unbiased, supported bydata-driven research, with a focus on world-class companies, top boutique managers, and alternative investments.
Consolidated reporting
A complete overview across custodian banks, representing your entire wealth situation.
A holistic wealth strategy aligned with your aspirations.
One strategy for your whole family
Design and implementation of a family wealth strategy that considers financial and non-financial aspects, from assets and structures to family goals.
Your personal Chief Investment Officer
Creation of a tailor-made asset allocation strategy and your personal investment committee, selection of the most suitable financial partners (banks, asset managers) and coordination with existing ones. Taking care of oversight, negotiations, and execution.
Structuring, governance and succession
Coordinating tax and estate planning, selectingthe right legal structures and family governance, so the next generation isprepared.
Selected investment opportunities
Direct investments and real estate opportunities sourced through LUWEA's network are reviewed with the same discipline as every other decision.
One consolidated family report
A complete overview of your family's assets, structures, and businesses in one place, supported by our analytical assessments.
Strengthening the company behind your wealth, from growth and financing to sale or succession, with in-house experts and trusted partners.
Grow and Transform
Corporate strategy, company setup and expansion, and AI and technology solutions that help your business scale with confidence.
Buy, Sell and Finance
M&A support, exit preparation, and financing solutions for company owners and real estate investors, aligned with your personal wealth plan.
Run, Protect and Govern
Finance and accounting, HR, and legal and tax coordination with qualified partners, so your company runs smoothly and stays protected.