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Cross-Border Estates

Wealth management requires international vision and legal certainty. Families and HNWIs face complex succession and tax scenarios, often spanning multiple jurisdictions. LEGEX designs wealth protection and transmission structures: trusts, holding companies, foundations, and cross-border succession planning. An integrated approach that safeguards continuity, family values, and intergenerational stability.

1

International estate planning (trusts, foundations, holding companies)

We create legal structures to protect and manage complex assets. Secure solutions to ensure continuity and confidentiality.

2

Cross-border solutions (Lux, CH, Liechtenstein)

We structure cross-border corporate and tax transactions (PEX, transfers, demergers, exit taxes). Legal and tax optimization for investors and businesses.

3

Succession and family governance

We assist families with assets in multiple jurisdictions, applying EU Regulation 650/2012 and customized tools. This approach protects heirs and family values.

4

Asset Protection

Advice on unit-linked policies, asset segregation tools, and asset protection. Legal certainty in complex scenarios.

Unlocking Private Capital – ESG, Finance & Law

Legex opens the doors of private capital to SMEs, banks, and family offices, offering legal tools to access credit, equity, and ESG capital.

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