Professional of the financial sector (PFS) regulated by the CSSF
Established in Luxembourg for 18 years and active in family office services for 8 years
Offering the expertise and network of its staff members for patrimonial services to:
- individuals (typically entrepreneurs, expatriates, busy CEOs, doctors, sportsmen and women…)
- patrimonial entities belonging to physical persons or families being their ultimate beneficial owners.
- other family offices having delegated particular services such as portfolio consolidation work.
A team of 3 professionals dealing on a daily basis with a full range of regulatory provisions and sharing their understanding of the legal and patrimonial environment. The team has also recourse to lawyers, experts in patrimonial structures, and tax advisers for review of the most adequate solutions possible.
Orionis is committed to deliver long term pragmatic advices and optimal solutions to each of its clients.
At Orionis Management, we focus in particular on (1) strategic wealth management which involves long-term inter-generational strategic planning which encompasses building your governance strategy, developing family boards or councils and (2) investment planning with deep asset allocation oversight, investment and manager due diligence and selection, investment policy creation, consolidated reporting and ongoing performance analysis and constant reporting. For the other family office services such as trusts and estate service, philanthropic giving, family legacy and leadership, and tax and financial planning, we rely on our network of experts