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brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 1

CreaTrust Sàrl BP 027 - West Side Village 89 E, Parc d'activités L-8308 Capellen - GD Luxembourg Tel : +352 277 299 99 - Fax: +352 277 299 11 Email: info@creatrust.lu Website: www.creatrust.lu Numéro de matricule Nr.: 2005 2425 108 - A.E.: 117448 Numéro RCS: B110593

Disclaimer and Copyright: This publication is intended to provide general information only and does not provide legal or tax advice. Readers are invited to discuss any potential action with a professional advisor. Creatrust Sàrl cannot be held responsible for the consequences arising of such action. It is Creatrust policy to enforce its intellectual property rights to the utmost extent as set forth in applicable laws, including criminal sanctions. The trademarks, logos and service marks (collectively the "Trademarks") in this publication are Trademarks owned or licensed by Creatrust. Copies, reproductions, transcriptions, public electronic storage and dissemination in part or in total require the prior written consent of Creatrust. Copyright © 2012 Creatrust. All rights reserved.

Corporate, Fund and Family Office Services in Luxembourg


brochure creatrust:CREAPARTNER

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Creare (ital.): create - Fiducia (latin): trust

Our profession is to be the trusted advisor to institutional and private clients.

Acting in the interest of clients and establishing a trusted relationship is our profession, our code of conduct. Our clients expect that we sit “at the same side of the table”, that we join them in analysing their options, provide them with unbiased advice and expert execution. This is what we are highly committed to deliver. Creatrust contains the word trust. We chose this name carefully as it encompasses what is most important to us. Open communication, honest and truthful statements based on in-depth understanding of the legal and fiscal situation of each client. So for us, Creatrust truly means creating trust. Creating trust means instilling the strong belief through consistency of thoughts, words and actions of your ability and expertise to deliver valuable insight and seamless execution. • Corporate clients seek our legal and fiscal advice on how to structure their companies, their income streams, their royalties and intellectual property and their acquisition, merger or succession plan. • Asset managers use our services to design the best solution to pool their investors by creating and administering their funds. • Private clients ask us to help them monitor and optimise their wealth situation and how to best deal with international investments, real-estate portfolios and succession plans. They look at us to create the right legal structures in view of income and inheritance tax planning. Creatrust is a Luxembourg-based Chartered Accountant, member of the Luxembourg council of chartered accountants since 2004. We are a privately owned company and one of the leading trust and corporate services companies in Luxembourg.

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brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 3

Creare (ital.): create - Fiducia (latin): trust

Our profession is to be the trusted advisor to institutional and private clients.

Acting in the interest of clients and establishing a trusted relationship is our profession, our code of conduct. Our clients expect that we sit “at the same side of the table”, that we join them in analysing their options, provide them with unbiased advice and expert execution. This is what we are highly committed to deliver. Creatrust contains the word trust. We chose this name carefully as it encompasses what is most important to us. Open communication, honest and truthful statements based on in-depth understanding of the legal and fiscal situation of each client. So for us, Creatrust truly means creating trust. Creating trust means instilling the strong belief through consistency of thoughts, words and actions of your ability and expertise to deliver valuable insight and seamless execution. • Corporate clients seek our legal and fiscal advice on how to structure their companies, their income streams, their royalties and intellectual property and their acquisition, merger or succession plan. • Asset managers use our services to design the best solution to pool their investors by creating and administering their funds. • Private clients ask us to help them monitor and optimise their wealth situation and how to best deal with international investments, real-estate portfolios and succession plans. They look at us to create the right legal structures in view of income and inheritance tax planning. Creatrust is a Luxembourg-based Chartered Accountant, member of the Luxembourg council of chartered accountants since 2004. We are a privately owned company and one of the leading trust and corporate services companies in Luxembourg.

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brochure creatrust:CREAPARTNER

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Services for Corporate Clients: Structuring and organising the business of corporations. Luxembourg holding structures: SOPARFI, Real-estate companies, intellectual property management, securitisation, domiciliation, transfer of registered office, establishment of branch/ representative office, e-commerce.

Services for Investment Managers: Solutions for managing client assets. Fund set-up: SIF, SICAR, securitisation, private equity, hedge fund, real-estate fund, microfinance, new energy, SICAV, FCP, management company, office hosting, domiciliation services.

Family Office services for Private Clients. SPF, trust and foundations, family office set-up and management, wealth structuring, financial and inheritance tax planning, private asset consolidation, (re)domiciliation, intellectual property management, real estate structures, concierge services. Creating trust means instilling the strong belief, through consistency of thoughts, words and actions, of your ability and expertise to deliver valuable insight and seamless execution.

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brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 5

Services for Corporate Clients: Structuring and organising the business of corporations. Luxembourg holding structures: SOPARFI, Real-estate companies, intellectual property management, securitisation, domiciliation, transfer of registered office, establishment of branch/ representative office, e-commerce.

Services for Investment Managers: Solutions for managing client assets. Fund set-up: SIF, SICAR, securitisation, private equity, hedge fund, real-estate fund, microfinance, new energy, SICAV, FCP, management company, office hosting, domiciliation services.

Family Office services for Private Clients. SPF, trust and foundations, family office set-up and management, wealth structuring, financial and inheritance tax planning, private asset consolidation, (re)domiciliation, intellectual property management, real estate structures, concierge services. Creating trust means instilling the strong belief, through consistency of thoughts, words and actions, of your ability and expertise to deliver valuable insight and seamless execution.

5


brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 7

Services for Corporate Clients: Structuring and organising the life of corporations

Entrepreneurs are focused on making their company successful. Their company structure has often grown organically from their first business idea and has developed, often significantly, over time. Especially when their business operates internationally, entrepreneurs turn to Creatrust for advice in the following three areas: corporate structure, corporate flows and corporate ownership. • Corporate structure: Creatrust provides entrepreneurs with insight into their current structure and implements and manages any potential changes with regard to domiciliation, mergers, acquisitions, disinvestments and ownership structure.

Core business Corporate Structure Corporate Flows Corporate Ownership

• Corporate flows: The fiscal treatment of income and the organisation of the appropriate financing vehicles is the second important area of attention, including the issuance of bonds or securities, the listing on a stock exchange and the management of intellectual property and royalties. • Corporate ownership: Organisation of ownership across multiple stakeholders, management buy-outs, domiciliation, payroll and tax services. Luxembourg is well-known for its favorable tax treatment of royalty income on intellectual property, another area of expertise of Creatrust. The Creatrust Corporate Service Division provides entrepreneurs with a 360° view of their organisation, their options and implements and manages the chosen solutions effectively.

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brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 7

Services for Corporate Clients: Structuring and organising the life of corporations

Entrepreneurs are focused on making their company successful. Their company structure has often grown organically from their first business idea and has developed, often significantly, over time. Especially when their business operates internationally, entrepreneurs turn to Creatrust for advice in the following three areas: corporate structure, corporate flows and corporate ownership. • Corporate structure: Creatrust provides entrepreneurs with insight into their current structure and implements and manages any potential changes with regard to domiciliation, mergers, acquisitions, disinvestments and ownership structure.

Core business Corporate Structure Corporate Flows Corporate Ownership

• Corporate flows: The fiscal treatment of income and the organisation of the appropriate financing vehicles is the second important area of attention, including the issuance of bonds or securities, the listing on a stock exchange and the management of intellectual property and royalties. • Corporate ownership: Organisation of ownership across multiple stakeholders, management buy-outs, domiciliation, payroll and tax services. Luxembourg is well-known for its favorable tax treatment of royalty income on intellectual property, another area of expertise of Creatrust. The Creatrust Corporate Service Division provides entrepreneurs with a 360° view of their organisation, their options and implements and manages the chosen solutions effectively.

7


brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 9

Services for Investment Managers: Solutions for managing client assets.

Investment managers seek our advice on how to structure their investment portfolios in order to make them accessible to a wider audience. Creatrust advises on a range of solutions available to investment managers, which can be divided into the following categories: • Project financing: A great idea or important project often requires outside financing. Investment managers require ways to package their investment proposition. By issuing the right debt or equity instrument, investors can participate in various investment rounds of private equity and venture capital. • Venture capital and private equity: A range of projects can be pooled in a fund and provide investors with an opportunity to participate in the potential returns. Creatrust assists managers in structuring the SPV, special purpose vehicle, most appropriate to their needs. • Investment portfolios: Whether as a private placement or a public fund, Creatrust develops fund vehicles for investment managers in order to provide investors with access to their portfolio management skills. Creatrust acts as a one-stop-shop to provide investment managers with the optimal solution. The service includes initial advice on the various options, implementation of the chosen solution by interacting with outside service providers such as custodian banks, prime brokers and fund administrators and on-going management of the income flows and domiciliation of the chosen corporate structure. Creatrust also provides a platform to allow investment managers to establish a presence in Luxembourg to organise their management and distribution activity.

9


brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 9

Services for Investment Managers: Solutions for managing client assets.

Investment managers seek our advice on how to structure their investment portfolios in order to make them accessible to a wider audience. Creatrust advises on a range of solutions available to investment managers, which can be divided into the following categories: • Project financing: A great idea or important project often requires outside financing. Investment managers require ways to package their investment proposition. By issuing the right debt or equity instrument, investors can participate in various investment rounds of private equity and venture capital. • Venture capital and private equity: A range of projects can be pooled in a fund and provide investors with an opportunity to participate in the potential returns. Creatrust assists managers in structuring the SPV, special purpose vehicle, most appropriate to their needs. • Investment portfolios: Whether as a private placement or a public fund, Creatrust develops fund vehicles for investment managers in order to provide investors with access to their portfolio management skills. Creatrust acts as a one-stop-shop to provide investment managers with the optimal solution. The service includes initial advice on the various options, implementation of the chosen solution by interacting with outside service providers such as custodian banks, prime brokers and fund administrators and on-going management of the income flows and domiciliation of the chosen corporate structure. Creatrust also provides a platform to allow investment managers to establish a presence in Luxembourg to organise their management and distribution activity.

9


brochure creatrust:CREAPARTNER

21-01-2013

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Pagina 11

Family Office Services for Private Clients: Legal structures for income and inheritance tax planning

Private Clients contact us for the full range of Family Office services. The Family Office law of 21 December 2012, provides a regulatory framework for Family Office services in Luxembourg, providing clients with a “seal of quality” for services provided from Luxembourg. Our Family Offices Services provide clients with unbiased advice on how to organise their wealth. Our service encompasses: Family vision, family structures and family office services. • Family Vision: It is common for companies to make vision and mission statements and write down their values and beliefs. Family planning usually starts with analysing what matters most to the family and then identifying the legal and fiscal framework in which the family members operate in order to formulate a common vision.

Family Constitution

Analysis of situation

Investment Strategy

Manager Selection

Succession Plan

Taxation

Monitoring and tracking

Wealth Planning

Estate Monitoring

Investment Pipeline

Structuring

Ideas and Opportunities

Investment Planning

Market Intelligence

Execution Control

Cost Optimization

Due Diligence Investment Ideas

11

Reporting

• Family Structures: With a clear vision of what needs to be achieved, the necessary legal structures are put in place to protect, preserve and develop the wealth situation of the family. The right structure is essential in order to plan for succession and to take into consideration the interests of the various stakeholders into consideration. • Family Office Services: With today's technology it has become possible to provide family members with daily up-dated reports on their wealth situation and manage the complete family from a central dashboard. The family wealth dashboard is an essential basis for managing the family wealth. Creatrust Family Office provides families with expertise and hands-on experience in managing their complete wealth situation. As a true family office, we measure, manage, monitor and control without conflicts of interest. We leverage the expertise of external service providers and experts where required. Our position allows us to interact with service providers as business professionals in order to protect the family assets and reduce the overall costs where possible.


brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 11

Family Office Services for Private Clients: Legal structures for income and inheritance tax planning

Private Clients contact us for the full range of Family Office services. The Family Office law of 21 December 2012, provides a regulatory framework for Family Office services in Luxembourg, providing clients with a “seal of quality” for services provided from Luxembourg. Our Family Offices Services provide clients with unbiased advice on how to organise their wealth. Our service encompasses: Family vision, family structures and family office services. • Family Vision: It is common for companies to make vision and mission statements and write down their values and beliefs. Family planning usually starts with analysing what matters most to the family and then identifying the legal and fiscal framework in which the family members operate in order to formulate a common vision.

Family Constitution

Analysis of situation

Investment Strategy

Manager Selection

Succession Plan

Taxation

Monitoring and tracking

Wealth Planning

Estate Monitoring

Investment Pipeline

Structuring

Ideas and Opportunities

Investment Planning

Market Intelligence

Execution Control

Cost Optimization

Due Diligence Investment Ideas

11

Reporting

• Family Structures: With a clear vision of what needs to be achieved, the necessary legal structures are put in place to protect, preserve and develop the wealth situation of the family. The right structure is essential in order to plan for succession and to take into consideration the interests of the various stakeholders into consideration. • Family Office Services: With today's technology it has become possible to provide family members with daily up-dated reports on their wealth situation and manage the complete family from a central dashboard. The family wealth dashboard is an essential basis for managing the family wealth. Creatrust Family Office provides families with expertise and hands-on experience in managing their complete wealth situation. As a true family office, we measure, manage, monitor and control without conflicts of interest. We leverage the expertise of external service providers and experts where required. Our position allows us to interact with service providers as business professionals in order to protect the family assets and reduce the overall costs where possible.


brochure creatrust:CREAPARTNER

21-01-2013

14:38

Pagina 1

CreaTrust Sàrl BP 027 - West Side Village 89 E, Parc d'activités L-8308 Capellen - GD Luxembourg Tel : +352 277 299 99 - Fax: +352 277 299 11 Email: info@creatrust.lu Website: www.creatrust.lu Numéro de matricule Nr.: 2005 2425 108 - A.E.: 117448 Numéro RCS: B110593

Disclaimer and Copyright: This publication is intended to provide general information only and does not provide legal or tax advice. Readers are invited to discuss any potential action with a professional advisor. Creatrust Sàrl cannot be held responsible for the consequences arising of such action. It is Creatrust policy to enforce its intellectual property rights to the utmost extent as set forth in applicable laws, including criminal sanctions. The trademarks, logos and service marks (collectively the "Trademarks") in this publication are Trademarks owned or licensed by Creatrust. Copies, reproductions, transcriptions, public electronic storage and dissemination in part or in total require the prior written consent of Creatrust. Copyright © 2012 Creatrust. All rights reserved.

Corporate, Fund and Family Office Services in Luxembourg


Creatrust Corporate Brochure