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OUR STORY

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…

RELOCATION

Examination of the legal and tax impacts of moving to Switzerland…

MANDATE IN THE EVENT OF INCAPACITY AND PATIENT’S ADVANCE DIRECTIVES

Guidance for our clients in granting a mandate in the event of incapacity…

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…