Institutional-Grade Advisory,
Streamlined for You
Tailored, research-based solutions that help you structure, manage, and grow wealth with confidence.From family offices to institutional portfolios, we turn complexity into clarity and strategic advantage.
Our Advisory Expertise
We advise clients across every stage of wealth management — from structuring entities to managing portfolios and governance.
Our process is transparent, data-driven, and built around your goals.
Family Office Advisory
Establishing and managing Luxembourg family offices (SPF structures).
Portfolio & Investment Policy Design
Crafting tailored strategies and IPS frameworks.
Governance & Oversight
Cross-border entity setup and operational support.
Institutional Structuring
Proprietary analytical and decision-making models refined over ~20 years—combining fundamentals, catalyst mapping, factor context, and liquidity modeling.
Risk & Liquidity Strategy
Aligning investment timelines with family goals.
Ongoing Advisory
Regular reporting, analysis, and strategic updates.
Family Office Advisory
We help high-net-worth families establish and manage their family offices in Luxembourg under the Société de Gestion de Patrimoine Familial (SPF) framework. From governance to ongoing management, we deliver a complete, compliant, and confidential solution.
Comprehensive Setup
& Governance
Governance & Structure
Establishing robust governance with Luxembourg-resident fiduciary directors to ensure central management in Luxembourg . We help form a board structure that can include trusted family representatives alongside professional local directors for effective oversight.
Legal Incorporation
Coordinating the incorporation of the SPF (typically as a Sàrl) by liaising with legal counsel and notaries to ensure compliance with Luxembourg’s SPF law. This includes fulfilling share capital requirements (minimum EUR 12,000) and securing a registered office through a fiduciary services provider.
Investment Policy & Strategy
Drafting a tailored Investment Policy Statement (IPS) that reflects your family’s objectives and risk appetite, to be approved by the Board . This IPS forms the blueprint for either advisory or discretionary investment mandates and defines the portfolio guidelines.
Onboarding Banks & Custodians
Through our international network, we onboard reputable banking and custodial partners for secure, compliant asset management.
Tailored Portfolio Management
& Ongoing Support
Once your Luxembourg SPF is established, we provide ongoing support through either investment advisory or discretionary portfolio management, according to your preference. Our services cover:
Asset Management & Portfolio Construction
Designing and managing a diversified portfolio aligned with the IPS, including listed securities, investment funds, bonds, and private equity holdings that a Luxembourg SPF is permitted to own . We balance growth and preservation goals to fit your family’s needs.
Advisory or Discretionary Mandates
In an advisory mandate, we provide expert investment recommendations to your family office, with final trade decisions resting with the SPF’s Board. Under a discretionary mandate, our team executes investment decisions on your behalf within pre-agreed parameters, while the Board retains ultimate oversight . In both cases, you benefit from professional management with the level of control that suits you.
Back-Office Operations
Handling day-to-day administrative and operational tasks so you don’t have to. This includes trade execution coordination, cash management, record-keeping, and liaising with accountants, auditors, and fiduciaries. We ensure all compliance and reporting obligations of the SPF are met efficiently.
Reporting & Strategic Reviews
Keeping you informed with regular reporting and analysis. We provide monthly portfolio updates and detailed quarterly reports to the SPF Board and any Investment Committee . We also conduct annual strategic reviews to reassess asset allocation, evaluate market outlook, and update the IPS as needed , ensuring the strategy remains aligned with your evolving objectives.
Licensed Expertise within Luxembourg’s Framework
LK Green Capital Ltd is a fully licensed investment advisor regulated by the British Virgin Islands Financial Services Commission (BVI FSC) . Our regulated status provides an additional layer of confidence and oversight for your family office. Importantly, Luxembourg’s SPF regime operates outside the scope of the CSSF (the Luxembourg financial regulator) since the SPF is exclusively used for managing private family wealth . By outsourcing investment management to our licensed firm, you achieve regulatory compliance while keeping the SPF itself free from direct CSSF supervision . We work closely with legal and tax advisors to ensure the structure adheres to all Luxembourg SPF requirements and international best practices, so you can enjoy peace of mind that all compliance aspects are covered.
Luxembourg Advantage for Family Offices
Luxembourg is one of Europe’s most respected financial centers — secure, flexible, and globally recognized.
Tailored Exclusively for Clients Needs
Our family office advisory approach is highly personalized. We tailor our services to your specific objectives and risk profile, ensuring flexibility in how your wealth is managed. Whether you seek a conservative capital preservation strategy or more growth-oriented investments, we adapt the mandate accordingly.
We also recognize the importance of governance and client involvement. For added oversight, we can help establish an Investment Committee (advisory-only) with family members and trusted advisors, if desired . Through ongoing communication, quarterly meetings, and transparent reporting, we keep you closely involved and informed. This includes not only performance reviews but also strategic discussions to adjust to market conditions and evolving family priorities.
By partnering with LK Green Capital’s expert team, you can confidently navigate the complexities of establishing and running a Luxembourg family office. We provide end-to-end support – from initial setup and regulatory compliance to dynamic investment management and back-office administration – ensuring your family’s wealth is managed with diligence, confidentiality, and a forward-looking strategy.