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Our partners

The firms that hold Partner membership, the firms that fund the association’s work, and the institutions it is in dialogue with.

Partner members

The professions serving family offices

Law firms, private banks, audit and accountancy firms, notaries, trust companies and service providers who hold Partner membership. They carry the association’s standard and appear here as members of it.

Law firm Notary Trust company Domiciliation agent Private bank Wealth manager Investment adviser Insurer Audit firm Accountancy firm Tax adviser Advisory firm Real estate adviser Art adviser Philanthropy adviser Service provider

Your firm here

Sponsors

The firms that fund the work

A partner joins the association and brings its expertise and its resources to the work. A sponsor funds that work and is named for it. The two remain distinct, yet both are held to the same undertaking, so that nothing goes out under the association’s name without its approval.

What a sponsor supports

Member workshops, the annual forums, the papers the association publishes under its own name, its own titles, its guidance, and the education programmes built with the universities.

How it differs from partnership

A partner contributes to the work itself and holds a seat. A sponsor contributes funding and takes visibility for it. Neither is a condition of the other, and a firm that wants both takes them separately.

Why the same undertaking applies

A sponsor signs the same non-disclosure undertaking and code of conduct as a partner. No name, claim or logo appears under the association’s banner without its approval, and the board reviews every arrangement before anything is signed.

Sponsor

Helping to pay for the work

A partner joins the association and brings what it knows. A sponsor pays for what the association does and is named for it. They are different things and we keep them apart, but a sponsor signs the same undertaking a partner signs, so nothing carries our name that we have not read and agreed to.

Your firm decides what it gives. What you name here opens what it can support below.

/ year

Choose what you would like to fund

Take as many as you wish. What your figure reaches is open, the rest opens higher up, and what it finally costs is agreed with the office and written into the contract.

How should your support be acknowledged?

Who we will be writing to

A real person, please. Somebody from the office answers these by hand, and usually within a couple of working days.

Invoicing

Optional. So the invoice is right once the contract is signed.

Here is what we have

Read it back and change anything that is not right. Nothing is taken today.

Your contribution
€ 3,600

The board reviews every funding arrangement and may decline it, and the contract is signed before anything is taken.

What a sponsor gets is set out in the contract and grows with what is supported. Sponsorship is not membership: it carries no seat and no partner status, and a firm that wants both takes them separately. What it does carry is the association’s undertaking and code of conduct, so no name, claim or logo goes out under the association’s banner without the association’s approval. Everything is handled under the non-disclosure undertaking and in line with the GDPR.

Sponsors are named here with their agreement, and only with it.

Institutional dialogue

The institutions we work alongside

The association works alongside the authority that supervises family office activity in Luxembourg, the professional bodies whose members may carry it on, and the universities and business schools that educate the profession. Each keeps its own mandate, and the association keeps its independence.

  • CSSF The supervisor Commission de Surveillance du Secteur Financier. Under the law of 21 December 2012, the authority that approves and supervises firms specialised as family offices. The association took part in the debate on that law and remains in dialogue with the regulator on its application.
  • IRE The auditors Institut des Réviseurs d'Entreprises. The 2012 law names auditors among the professions that may carry on family office activity under their own professional rules; the Institute is the body that holds them to those rules.
  • Order of Chartered Accountants The accountants Ordre des Experts-Comptables. Chartered accountants are likewise named by the 2012 law among the professions that may act as a family office, and the Order sets the conduct they are held to.
  • The Bar The lawyers Ordre des Avocats. Lawyers are among the professions the 2012 law allows to carry on family office activity, bound by their own professional secrecy and discipline.
  • Academic institutions Education Universities and business schools. The Charter's principle of Education draws members to leading executive education and works towards dedicated training and certification for the Family Officer.

The association speaks with these institutions for the profession it represents, and claims no endorsement from any of them.

A profession is heard when it speaks with one voice.

The family offices and the firms that hold membership are the profession the association speaks for. Take your place among them.

Become a member Partner membership

Two ways in

Stand with the profession’s standard-setters

Partner membership brings your firm into the association and onto its list of members. Sponsorship funds the work: the research, the standards and the events the association produces for the whole profession. The two are separate relationships, and a firm may hold either or both.

Partner membership

Not sure which fits? Talk to us first.