Luxembourg Corporate & Private Fund Services | Strategic Authority Guide
OLISTONE Strategy

Luxembourg Corporate & Private Investment Vehicles: Our Expertise

In a sophisticated global market, structuring investment vehicles requires a one-stop-shop solution that turns an initial strategy into a successful, compliant reality.

1. Investment Fund Strategies

We advise Alternative Investment Fund Managers (AIFM) and fund promoters on establishing vehicles tailored to specific asset classes and investor audiences.

Private Equity & VC

Setup for deals, co-investments, tech ventures, blockchain, and biotech developments.

Hedge Funds

Enabling strategies like long/short, Event Driven, Quant, Crypto, and Market Neutral.

Securitisation

Transfer of assets to vehicles issuing securities linked to receivables, IP, or future cash flows.

Crypto Funds

Trading crypto assets, ICOs, mining, and DLT projects structured into AIF vehicles.

Further expertise includes Real Estate development, Socially Responsible Investments (SRI), and Infrastructure projects pooled into socially responsible alternative vehicles.

2. Popular Fund Structures

Luxembourg Alternative Investment Funds (AIF) can be set up as regulated or unregulated vehicles depending on the target audience and regulatory requirements.

Unregulated AIF Structures

  • Special Limited Partnerships (SCSp): The preferred vehicle for Private Equity AIFs.
  • Securitisation Entity: Fund or company transforming cash flows into tradable securities.
  • RAIF (Reserved Alternative Investment Fund): An unregulated AIF managed by a regulated AIFM for rapid time-to-market.

Regulated Fund Structures

  • UCITS: Designed for public distribution and the retail market.
  • SICAR: Regulated vehicle specifically for Risk Capital and Venture Capital.
  • SIF (Specialised Investment Fund): A multi-purpose vehicle for well-informed investors.

3. Corporate Advisory Services

Corporates with international operations require precise advice on structuring, flows, and ownership to maintain competitive advantages.

Corporate Structure

Incorporation of vehicles to hold or acquire investments abroad with central administration.

Corporate Flows

Advice on financing vehicles, issuance of bonds, and fiscal treatment of royalties and dividends.

Corporate Ownership

Organizing ownership across stakeholders, including management buy-outs and club deals.

4. Essential Holding Structures

The "Luxembourg Toolbox" provides several effective entities for holding and protecting assets.

SOPARFI

A fully taxable holding company that structures private equity deals, real estate, or IP under the participation exemption.

Real Estate SPV

The structure of choice for transacting properties held globally, leveraging a large treaty network.

SPF

The Private Wealth Management Company, dedicated to family office assets and UHNWI investment protection.

IP Company

Dedicated vehicle for wealth creators to build and manage intellectual property rights.

5. The Olistone Difference

We sit at the "same side of the table" as our clients, delivering relationships based on trust and technical expertise.

  • In-house Expertise: Proven track record in efficient fund and corporate establishment.
  • Proprietary Technology: State-of-the-art IT platforms for communicating with promoters and investors.
  • Independence: Total freedom from banks and traditional financial institutions.
  • 360° View: Comprehensive central administration including accounting, tax compliance, and statutory reporting.

Take Your Concept to Inception

Our team acts as a one-stop-shop for your fund or corporate structure. Ready to implement your solution?

Consult Our Experts Today