For wealthy families and individuals, wealth management is not just about investments and returns but also creating stable structures for the future. Through dedicated fund solutions and customised approaches, we help our clients plan for succession, ensure good governance and preserve family wealth in a changing world.

Behind every successful wealth management relationship are the right structures. For clients with complex assets and interests in multiple countries, the appropriate legal and financial frameworks are required to avoid potential future conflicts and protect capital across generations.
More and more ultra high net worth individuals (UHNWIs) are turning to Luxembourg, where Quintet Private Bank is headquartered. Luxembourg – with a stable, well-regulated environment and deep expertise in complex investments – is Europe's largest fund center and a global hub for private label solutions.
“We offer both the knowledge and infrastructure to help our clients realize their goals,” says Bojan Kulisic, Head of Private Label Solutions, at Quintet. “Our Nordic team, for example, ensures stable and efficient structures through private-label solutions. These services bridge the gap between traditional private banking and institutional asset management – with structures customized for wealthy individuals and families who want to protect their businesses, avoid inheritance disputes and ensure the seamless transfer of wealth to the next generation."
Stability & flexibility
UHNWI assets are rarely homogeneous and can range from property and private equity to art and other illiquid assets. Common challenges include preserving family cohesion over time and avoiding fragmented ownership during generational transitions.
The need for transparency and control is increasing – not least with tighter rules, increased regulatory complexity and cross-border tax issues.
“Success is about stability, structure and flexibility,” says Kulisic, highlighting Quintet’s ability to serve as an enabler for the creation of dedicated funds, SPFs and other structures that are customized to each family's unique needs and objectives. “We create solutions that can adapt as family needs change. Our holistic approach encompasses administration, reporting, risk management and compliance, leaving the ownership of decisions with the client."
The power of partnerships
An important part of the ecosystem is legal advice and tax services, an area where Quintet works closely with leading experts such as PwC to provide clients with robust and sustainable end-to-end solutions.
“Luxembourg is a hub for such cooperation," says Charles-Henri de Villedon de Naide, Senior Tax Manager, Wealth Management, at PwC. “The country offers a unique combination of best-practice regulations and a pro-business approach that means firms operating within the nation’s ecosystem have the flexibility to meet each client’s unique needs – managing complex asset classes and international ownership structures in a stable and transparent environment."
“Luxembourg's well-developed governance, compliance and tax framework make it a safe platform in a rapidly changing regulatory and tax environment,” says Murielle Filipucci, Partner at PwC. “The increased complexity of international regulations has made cooperation with specialized tax and structural experts like PwC even more important. That is why cooperation between Quintet and us as specialists has deepened. We bring world-class expertise in international tax law, asset protection and succession planning, all of which are crucial for long-term success."
Managing generational transition
The right structure is the basis for smooth ownership transitions and increased fiscal certainty. Family funds, foundations and holding companies, for example, can facilitate the generational transfer of wealth without breaking up assets.
Clear ownership instructions protect the family's intentions and values; that can include customized solutions for distribution, sale or succession. The family benefits from a stable framework and the freedom to focus on what really matters: protecting the business, preserving relationships and passing on their legacy.
“The key to ensuring long-term success is a strong structure, flexible solutions and a dedicated team," says Kulisic. “It's not just about technology and law but also people. Our clients benefit from a network of proven experts with deep market knowledge and close proximity – including the further advantage of partnerships with firms such as PwC, which combines global reach and local expertise in Luxembourg.”
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Johan Karlsson
Team Leader Sweden
+352 621 428 035
johan.karlsson@quintet.com
Jonas Jerkander
Client Advisor
+352 621 289 100
jonas.jerkander@quintet.com
Fredrik Virdehed
Client Advisor
+352 621 963 080
fredrik.virdehed@quintet.com
Sunil Barua
Client Advisor
+35247973045
sunil.barua@quintet.com
Audrey Roiseux
Client Advisor Assistant
+352 621 189 279
audrey.roiseux@quintet.com