Family Office Services

Supporting Families Across Generations

For nearly 50 years, BDO Luxembourg has been guiding families and entrepreneurs in protecting, structuring, and growing their wealth.
Behind every legacy is a family and behind every family, a structure that evolves.

We support high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) and their families with:

Accounting, reporting and tax compliance services
Operational and administrative services
Expert coordination of professionals (bankers, lawyers, advisors, insurers)

As a long-term partner, we help you navigate every decision that matters with clarity and confidence.
Our dedicated professionals combine deep technical expertise with real-world experience and a trusted international network, ensuring that your family’s wealth is managed with precision, discretion and care.

Serving private clients is part of our DNA.
With a presence in more than 160 countries, we offer local insight, global reach and seamless coordination wherever you are.

Why BDO Luxembourg for Family Office Services:

60 + dedicated professionals with multicultural backgrounds
Discreet, secure, tailor-made services
Continuous updates on tax & regulatory developments
Strong internal quality controls and fast response
Long-term, trust-based relationships

By choosing BDO, you can stop worrying about quality, team and technology challenges.

OUR SERVICES TO INDIVIDUALS AND FAMILIES

Tailored Support for HNW/UHNW Individuals and Families

Making your structure work for the next generation.

We connect you with the most trusted service providers in Luxembourg and abroad; lawyers, bankers, insurers and real-estate professionals.

We deliver tailored, cross-border solutions covering your family’s legal, tax and regulatory needs.

With our global presence, we coordinate smoothly with your existing advisers or introducing new ones when required, always with discretion and efficiency.

We advise on family asset holding structures and we create family investment companies. We support on corporate governance, on the preparation of board and shareholder meetings and on the provision of local director/manager.

We provide full direct and indirect tax compliance and cross-border advisory through BDO’s global network. We ensure seamless continuity between generations, transferring structures, reporting and obligations smoothly.

Where relevant, we analyse the need for a Family Office and guiding you in creating or adapting one for long-term efficiency.

Our experts prepare and file personal income tax returns in Luxembourg. They advise on HR & employment-related tax matters (e.g. split payroll regimes) in Luxembourg. They help you to deal with social security and cross-border employment issues in Luxembourg. They also coordination with legal and banking partners on inheritance or matrimonial matters (if relevant).

We provide end-to-end support for setting up your Single Family Office, from legal structuring to full operational readiness. Our team advises on governance, suitable legal vehicles, and partnerships with banks, custodians, insurers and auditors.

We also assist with staff selection and onboarding, offering HR guidance and handling administrative formalities.

Each solution is tailored to your family’s needs, with flexible, scalable services that evolve alongside your structure. Working step by step, we help you build a sustainable and efficient Family Office supported by our trusted international network.

OUR SERVICES TO FAMILY OFFICES

Tailored solutions for Single Family Offices

Empowering you to stay focused while we handle the complexity.

We manage every aspect of company administration, from incorporation and domiciliation to ongoing governance, accounting services under Lux GAAP or IFRS and tailored financial reporting.

Our support covers registered address and bank account management, board and secretarial assistance, statutory and consolidated financial statements, payroll and regulatory reporting (BCL, CbCR), as well as fund administration and serviced office solutions. Each mandate is fully customized to your structure, ensuring efficiency, compliance and peace of mind.

We manage all aspects of tax compliance and advisory for families and their structures, covering direct and indirect tax returns, personal tax, and employment-related matters.

Our experts provide guidance on transfer pricing, DAC6, ATAD I–II-III, BEPS, and CRS/FATCA, offering both regulatory and strategic insights.

Thanks to BDO’s global network, we deliver coordinated cross-border tax advice to help clients navigate complex multi-jurisdictional environments with clarity and confidence.

We provide a single point of contact at BDO to ensure seamless coordination across all your legal and banking partners.

Our approach combines secure digital tools, IT and cybersecurity awareness, and ongoing operational support tailored to your internal structure. Acting as a bridge between family members and key stakeholders, we connect you to a trusted network of private banks, lawyers, asset managers and insurers.

Thanks to our active involvement in Family Office working groups and industry roundtables, you benefit from early insights, best practices and a future-ready strategy.