Together with its independent partners, both domestic and international, HERITY has brought together a team of leading experts in their respective fields, with more than 20 years of experience..
WEALTH PLANNING
Wealth management expertise tailored to our clients’ needs and aspirations…
MARITAL AND ESTATE PLANNING
Analysis of matrimonial regimes and legal consequences in the event of divorce or death…
FINANCIAL PLANNING
A comprehensive report prepared for our clients in the context of major life events such as retirement…
LEGAL AND TAX ADVICE
General analysis of clients’ tax situation and pursuit of optimization in accordance with legal framework…
PENSION PROVISION
Legal and tax support for implementation of personal and professional pension solutions…
MORTGAGES
Implementation of solutions suited to clients’ wealth situation…
INTERNATIONAL LIFE INSURANCE
Gatsby & White SA, Europe’s leading brokerage firm for life insurance solutions, specializes in research, distribution and consultancy services in the field of international life insurance…
DEDICATED INVESTMENT VEHICLES
A Financial Service Provider (FSP) established in Luxembourg since 2003…
OCCUPATIONAL PENSION PLAN BVG
Herity accompanies you, on an ongoing or on a one-off basis depending on the selected modules..
VESTED BENEFITS
This is the retirement capital built up under the occupational pension scheme (2nd pillar – BVG)..
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