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Family Office and Wealth Managers

Fundequate offers comprehensive solutions for family offices and wealth managers, supporting tax-transparent SCSp structures, investment management, and reporting—ensuring streamlined administration and optimized outcomes.
Syndictes based on Luxembourg SCSp

Family Office and Wealth Management solutions with Fundequate

Fundequate delivers a comprehensive platform for family offices and wealth managers, enabling streamlined, tax-efficient investment structures and full-cycle wealth management services. Designed for Luxembourg’s tax-transparent SCSp vehicles and broader fund structures, our platform equips clients with the tools and expertise to oversee complex investments with ease, regulatory compliance, and optimized returns. Here’s how Fundequate supports every phase of the wealth management lifecycle:



Key Benefits of Fundequate for Family Offices and Wealth Managers


Fundequate provides powerful, user-friendly solutions tailored to the unique needs of family offices and wealth managers. With an emphasis on tax transparency, robust compliance, and effective capital deployment, our platform offers:

  • Tailored Structuring: We support Luxembourg-based SCSp vehicles, delivering tax-transparent, flexible structures that align with European regulatory standards.
  • Full Lifecycle Support: From initial investment structuring to capital deployment and portfolio management, Fundequate covers every stage of wealth management.
  • Efficient Administration: Our platform ensures accurate accounting, efficient administration, and clear, timely reporting, reducing administrative burdens for family offices.

 

 

Comprehensive Wealth Management Lifecycle Services


Fundequate’s services span the entire lifecycle of wealth management, from setup to monitoring and exit, providing family offices and wealth managers with the support they need for effective oversight and operational efficiency:

Investment Structuring

  • Establish Luxembourg SCSp and other fund structures
  • Create compliant and flexible investment vehicles that optimize tax and regulatory positions

Capital Deployment

  • Manage and track capital contributions and distributions
  • Coordinate capital calls with automated reporting for transparency and investor trust

Portfolio Monitoring and Performance Analytics

  • Access real-time data for performance tracking and asset allocation
  • Utilize advanced analytics tools for informed decision-making and optimized portfolio management

Regulatory Compliance and Reporting

  • Streamline KYC, AML, and AIFMD compliance to ensure full regulatory adherence
  • Generate and file accurate regulatory reports, ensuring transparency and operational integrity

Accounting and Secure Settlement Processing

  • Perform precise accounting and settlement processing within a secure, transparent environment
  • Facilitate secure investor communication and document management, enhancing client trust and satisfaction

 

Why Choose Fundequate?


Fundequate combines expert local knowledge with advanced technology, offering an all-in-one platform for family offices and wealth managers. With Fundequate, clients can confidently manage their investments, leveraging tax-efficient structures and full compliance with Luxembourg’s regulatory requirements to maximize investment success.

Choose Fundequate to simplify complex wealth management needs with a comprehensive, user-friendly solution that supports every stage of the investment process.

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FAQ

A family office is a private advisory firm that manages the wealth, investments, and financial needs of an ultra-high-net-worth family, providing personalized services beyond what traditional wealth management firms typically offer.

Luxembourg offers a stable, business-friendly environment with a tax-efficient structure, particularly through the SCSp (Special Limited Partnership), which provides flexibility, regulatory benefits, and access to the EU market.

Poland’s growing economy, lower operating costs, and increasing number of skilled professionals make it an attractive location for family offices, especially for clients seeking proximity to Central and Eastern Europe.

Family offices in Luxembourg commonly use tax-transparent SCSp vehicles, SICARs (risk capital investment companies), and Reserved Alternative Investment Funds (RAIFs) for tailored, flexible investment solutions.

Luxembourg’s SCSp structure is tax-transparent, allowing income to flow directly to investors without additional Luxembourg taxes. In Poland, the family office structure must comply with local tax regulations, though various exemptions and treaties can optimize tax efficiency.

Luxembourg offers a robust regulatory framework with clear guidelines under the CSSF (Commission de Surveillance du Secteur Financier), ensuring compliance with AIFMD (Alternative Investment Fund Managers Directive) and other EU regulations.

Family offices often provide estate planning, tax optimization, philanthropy management, legal and compliance services, and lifestyle management tailored to meet the specific needs of wealthy families.

Yes, non-EU family offices can establish structures in both countries, with Luxembourg offering the added benefit of the EU marketing passport for easier access to European investors.

Family offices must meet AML/KYC requirements, adhere to FATCA and CRS reporting, and, if structured under AIFMD, ensure that regular financial and investor reporting complies with local and EU standards.

Digital platforms are increasingly important, providing family offices with real-time data, streamlined reporting, and improved decision-making capabilities to enhance oversight and transparency in wealth management.