Coordinating your life insurance with your other advisers

A Luxembourg life insurance policy rarely stands alone within a wealth situation. A notary for succession, a tax lawyer for residence, an accountant for a business structure: each has their own area of expertise, and yours is not to link them up yourself.

On request, and with your explicit agreement, this Firm passes on the relevant elements to your other advisers (policy structure, selection methodology, fee breakdown), so they have a complete picture without having to piece it together themselves.

What this Firm does not do: stand in for a notary on a deed, a lawyer on a legal opinion, or an accountant on a business structure. Coordination means making sure everyone has the right information at the right time, never encroaching on another professional’s area of expertise.

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Find all the wealth situations already covered on the Your Situation page.