Family office

Family office

We understand that family wealth is more than just managing portfolios.
Thanks to the worldwide globalization, the financial world is in a constant state of evolution. As a result, the complexity of the needs and expectations of our clients are also rapidly changing. Therefore, we consider transparency and independence crucial building blocks for trusted service providers and suppliers like SDM.

Actual needs require tailor made reporting and consolidation which is one of the services we provide as an officially accredited Family Office.

The law of December 21st 2012 related to Family Office activities creates a legal framework for the activity of a Family Office and preserves the provision of these services to certain categories of regulated professionals such as SDM.

We are one of the first approved Family Offices by the supervisory authority of the financial sector, the CSSF (Commission de Surveillance du Secteur Financier).

At SDM, we can help you preserve your family wealth through estate management, wealth advisory and financial advisory services.

Family office