SERVICES
We deliver end-to-end solutions
We mobilize the talented people, from our team, but also from our partnering organizations, to deliver end-to-end solutions addressing any client need, ranging from knowledge to technology and capital.
Our approach to consulting
Based on the real conviction that strategies require tailor-made solutions, Wetrust has defined its own way to support clients in their operational and strategic issues, a European way focused on people and their ability to make change happen.
Economic advisory
We provide entrepreneurs, family offices, corporations and businesses with sophisticated and comprehensible analyses of complex economic issues to assist them in understanding the issues and opportunities they face. This involves a wide range of engagements related to economics, finance and accounting.
Corporate formation and restructuring
Our corporate formation and restructuring service, a trusted partner to companies, boards of directors and investors, is focused on delivering restructuring and business transformation solutions. We help structure your Luxembourg Company, using finance, legal and company secretarial experts. Our targeted offerings include the company incorporation, restructuring, interim management, post-acquisition integration, valuation, tax assessment, as well as management and performance improvement solutions. We provide extensive review, assessment, comments and guidance from incorporation to liquidation.
Business accounting services
Our qualified accountants will handle all your accountancy and tax needs: perform day-to-day bookkeeping and accounting data entry services; payroll; preparation of pay slip; process of payroll tax reporting; budgeting; accounts payable; accounts receivable; general ledger; preparation of financial statements: corporate and personal tax declarations.
Director services
Our director’s work with Luxembourg companies (and Special Purpose Vehicles, SPV), when it is imperative that the company has local, Luxembourg resident directors. This can provide legitimate tax benefits to the company and the group, as well as providing other regulatory benefits. Our directors are experienced and knowledgeable individuals, who understand the needs of private equity, real estate, asset structuring and investment fund structures. Before any of our directors can be appointed, we need to have a thorough and comprehensive understanding of the company and its business, as well as the reason that our services are required. It is a condition of any appointment that the directors are able to exercise their independent judgment and are fully involved in any decision. Although our directors are often representing the interests of a shareholder, they are not a nominee director in the purest sense.
Substance services
Substance is a key element in international taxation and is relevant for the application of both domestic tax law and tax treaties. More precisely, substance is crucial (i) for managing Luxembourg tax residency, (ii) to avoid a situation in which a corporate structure is (partially) disregarded under foreign anti-abuse provisions and (iii) to ensure that Luxembourg companies are considered as the beneficial owners of their income.
The notion of substance involves a number of elements such as: infrastructure (office lease, equipment, facilities and employees, etc.); corporate governance (directorship, involvement of Luxembourg directors, place where decisions are taken, etc.); functional and risk profile; legal documentation and contractual terms; transfer pricing and related documentation; the actual conduct of business activities, and the business purpose.
The level of substance has to be tailored to each investment structure, responding to the requirements in the other jurisdictions involved and considering the existing operations of investors in Luxembourg and abroad. Evidently, there exists a natural tension between an increased level of substance and the comfort that goes with it, on the one hand, and cost efficiency, on the other
Family enterprise services
Families and individuals who have created or inherited substantial wealth face significant challenges. One such challenge is managing the impact of wealth upon current and future generations. Our family enterprise service exists for the very purpose of assisting our clients in an effort to better protect, preserve and enhance their wealth. Our professionals specialize in business management, accounting, research, law, tax and economics. We are dedicated to bringing appropriate solutions to solve the complex issues families face today. Our experience allows us to better understand and serve clients, eventually capturing enterprise value. We understand that every client has unique financial objectives. Accordingly, we tailor our strategies to meet those specific needs and interests.
M&A support
Our M&A support practice offers comprehensive consulting that provides accounting, research, communications and industry capabilities that go beyond traditional due diligence and economic analysis. The practice identifies and research potential risks and opportunities by deploying integrated teams that work in conjunction with legal, audit and banking advisors to shift the balance in favor of our clients in an M&A situation. We are an extension of management teams to support and creatively resolve issues at hand in order to enable management to focus on business operations and avoid common missteps during an M&A situation.