Finimmo Wealth Management S.A.
370 route de Longwy
1940 Luxembourg
Tel :
+35226389240
Fax :
+35226389241
Email
sps@finimmo.com
Website
Finimmo Wealth Management S.A.
Finimmo Wealth Management (FWM) is a leading specialty firm in the area of real estate investment structuring and asset structuring. Since its founding, FWM has focussed on this niche financial service while leveraging its unique background in this complex and continually developing field.
The choice of an investment holding method is affected by the type of real estate asset and one’s investment objectives, as well as each specific asset position. Neglecting any of these parameters could compromise the overall structure of one’s investment portfolio.
In addition to designing and implementing such a structure, it is also extremely important to monitor it – something often neglected. Changes in rules and regulations, and the increasing volume of sometimes contradictory legislation, as well as the international tax environment, all require the greatest financial care. Many investors have failed to appreciate these risks, and they now find themselves penalized by choices originally intended to give them more freedom of action and peace of mind.
FWM’s expert knowledge is based on a perfect command of national and international legal and tax regulations plus in-depth management of both investment structures and assets. FWM is constantly analyzing every change in legislation and each court ruling in order to anticipate their possible implications.
Products/services offered
FWM offers its Partners and Investors :
• The best holding method for a given real estate investment project while taking all parameters into account
• The analysis of any existing investment structure: Identification of potential risks and weaknesses, as well as restructuring opportunities and related costs
• The handling of real estate issues as part of a relocation, disposal of a business activity, or transfer of private or business assets
• The ability to carry out (re)financing with competitive, qualitative and time-sensitive requirements across a network of banking partners
• The creation of investment structures, setting up domiciliation, administration and day-to-day management
• Local operational management of real estate assets: Preparation for and representation at annual meetings on behalf of co-owners, management of urban issues, personnel management, control and monitoring of relationships with suppliers and contractors, etc.
Geographical coverage
Worldwide
Partner references
FWM’s business partners are private bankers, independent wealth managers, legal counsellors and real estate professionals. These partners seek out FWM for the expertise which allows them to integrate the real estate aspect into the global estate planning of their end clients. FWM’s competencies ensure perfect monitoring and comprehensive management of investments while guaranteeing complete confidentiality.
Investors are :
• Individuals wishing to optimize their returns and concerned about preserving their estate
• Professionals seeking tax, legal and finance operation support with various projects, such as real estate developments, hotels, commercial and logistics centres, etc.
• Institutional investors looking for appropriate skills in the management of real estate funds.
Managing CEO
Adrien Rollé
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