• Individual Private Client
• Famillies
• Family Offices
• Professional Clients
• Corporate Clients

We aim to accompany your needs to manage the complexity of today’s financial services
by putting you in touch with the best services providers.

My Personal Office collaborates with several prime banks in Luxembourg, Switzerland and Dubai to offers its clients a high quality of services.

We analyze your needs and to meet your request in order to propose you the best banking offer.

We facilitate your introduction to the bank, preparing the Know your customers and the requested documents, discuss the fees and conditions, analyze and compare the offers…

Those services may include : 

• A selection of appropriate banks for you;
• The opening of bank accounts for you and your family;
• The preparation of KYC and AML documentation;
• The compliance support;
• The management and advising on banking relationships;
• The credit and real estate lending support;
• The account follow up thanks to proximity with the bankers;
• The account statement analyze;
• Account consolidation (through a close partner).

My Personal Office collaborates with regulated Asset Managers in London and Luxembourg to offers its clients the best set up for the management of their assets (liquid or non-liquid assets) and Life Insurance.

We assess with our clients their needs in terms of liquidity, risk and investment horizon in order to introduce the most qualified asset manager to meet their needs.
Once the Asset Manager has been selected and the relationship established, My Personal Office remains at the client's side to provide independent supervision.

My Personal Office can assist its client in the creation of its own AMC (Actively Managed Certificate) or dedicated fund in Luxembourg.
Thanks to one of our partners, we have also the opportunity to create a dedicated AMC with capital protection at 100%.

From time to time and upon request, My Personal Office has also the opportunity to show its clients, Private Equity – Private Debts and Real Estate (direct / funds) opportunities.
(For professional clients only)

Thanks to a strong partner in Luxembourg, My Personal Office can help its clients in their Wealth Planning requests:

• Succession solutions;
• Set up of Trusts, SPF,…;
• Life Insurance solutions in Luxembourg and abroad;
• Relocation and Visa’s;
• Real Estate researches in Luxembourg;
• And, for the Professional side, creation of Holding Companies.