Who we are
We are a specialised consulting firm servicing wealth possessors, wealth practitioners as well as small and medium sized enterprises (SMEs).
Wealth possessors
‘High Net Worth Consulting Services’ are intended to cater for the rigorous needs of high net worth individuals.
Wealth practitioners and SMEs
Our mission
Our mission is to ensure that wealth possessors prosper in the daily management of their financial and corporate affairs.
In order to do so, we promise to deliver consistently on identified needs where we either are or can safely rely on leading subject matter experts.
Our vision
Wealth possessors and wealth practitioners rarely speak the same language. Their priorities are predominantly misaligned.
Private Wealth Square resolutely bridges that gap by designing and reviewing processes and tangibly enhancing overall service levels. Thus, creating durable and reliable partnerships thanks to a team of accomplished executives who have spent their careers leading banking & financial organisations as well as client relationships.
Our values
We cherish the word ‘quality’, we love the word ‘service’ and we live by the word ‘client’.
Our Services
Family & corporate governance
Sourcing & review of banking and lending arrangements
Review of managers selection
Private equity & real estate sourcing and co-investment
Legal support & organisational review
Fees & performance review
Strategic & management consulting
Risk & compliance consulting
Brand management, marketing & communications
Office management & logistics support
IT project management, consulting & support
Tailored services & networking
Our Team of Partners
Our Supervisory Board
Our Home on the Square
6, place Winston Churchill
L-1340 Luxembourg
Luxembourg
Tel: +352 26 10 47 30
contact@pw-square.com
