Lux Capital has provided unparalleled guidance and stability for our family's assets. Their strategic insight is matched only by their commitment to client confidentiality and personalized service.
Navigating Your Financial Future with Precision and Expertise.
Lux Capital Advisory delivers bespoke asset management and investment strategies. We partner with you to build and preserve wealth for generations to come.
What Our Clients Say
Trust and performance are the cornerstones of our client relationships.
Our Engagement Process
A transparent and collaborative four-step journey to achieving your financial objectives.
Step 1
1. Discovery & Goal Setting
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1. Discovery & Goal Setting
We begin with a confidential consultation to understand your financial landscape, risk tolerance, and long-term aspirations. This foundational step ensures our strategies are perfectly aligned with what you want to achieve.
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Step 2
2. Strategy Development
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2. Strategy Development
Our experts craft a bespoke financial strategy, leveraging in-depth market analysis and our proprietary models to chart your path forward. We present a clear, detailed proposal for your review and approval.
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Step 3
3. Implementation & Execution
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3. Implementation & Execution
We meticulously implement the agreed-upon strategy, managing all aspects of asset allocation and portfolio adjustments with precision. Our team handles the execution seamlessly, keeping you informed at every stage.
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Step 4
4. Review & Refinement
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4. Review & Refinement
Your portfolio is continuously monitored. We provide regular, transparent reporting and hold periodic reviews to adapt your strategy to evolving market conditions and changes in your personal circumstances.
Start NowOur Core Advisory Services
Discover our comprehensive suite of services, designed to meet the complex needs of our clients with discretion and excellence.
Strategic Asset Management
Holistic management of your portfolio to maximize growth and mitigate risk.
99%
Client Retention
Our asset management philosophy is rooted in a deep understanding of global markets and a disciplined, long-term approach. We construct and manage diversified portfolios tailored to your specific risk tolerance and financial objectives. By leveraging rigorous research and sophisticated analytical tools, we aim to deliver consistent, risk-adjusted returns while preserving your capital base. Our process involves continuous monitoring and strategic rebalancing to adapt to changing market conditions and ensure your portfolio remains aligned with your goals.
Bespoke Investment Strategies
Custom-tailored investment plans that align with your unique financial goals.
15+
Years of Expertise
We believe that a one-size-fits-all approach is inadequate for sophisticated investors. Our team works closely with you to develop a bespoke investment strategy that reflects your individual circumstances, from liquidity needs to legacy aspirations. We provide access to a wide range of asset classes, including public and private markets, to build a truly customized portfolio. This personalized strategy forms the foundation of our partnership, ensuring every decision is made with your best interests at its core.
Comprehensive Wealth Planning
Long-term planning for wealth preservation, succession, and legacy building.
24/7
Portfolio Access
True wealth management extends beyond investment returns. We offer comprehensive planning services that address the entirety of your financial life, including estate planning, tax optimization, and philanthropic endeavors. Our advisors collaborate with your existing legal and tax professionals to create a cohesive and efficient wealth plan. We help you navigate the complexities of intergenerational wealth transfer, ensuring your legacy is protected and passed on according to your wishes.
Data Security & Compliance
State-of-the-art security protocols to protect your sensitive financial data.
100%
Confidentiality
In today's digital world, the security of your financial information is paramount. We employ state-of-the-art cybersecurity measures, including multi-layered encryption and secure client portals, to safeguard your data. Our operations are fully compliant with the highest regulatory standards, including GDPR, ensuring absolute confidentiality and integrity. We are committed to maintaining the trust you place in us by upholding the strictest standards of data protection and privacy.
Frequently Asked Questions
Find answers to common inquiries about our services and approach.
Our Services
We tailor our services to the specific needs of our clients. While we typically serve high-net-worth individuals and institutions, we encourage you to contact us for a confidential consultation to discuss your specific situation.
We manage a wide range of assets, including publicly traded equities and fixed income, private equity, real estate, and other alternative investments, based on the client's bespoke investment strategy.
Security & Compliance
We utilize state-of-the-art encryption, secure servers, and strict internal protocols to protect all client data. Our systems are regularly audited and updated to defend against emerging cybersecurity threats.
Lux Capital Advisory is regulated by the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg. We adhere strictly to all applicable local and international financial regulations, including MiFID II and GDPR.
Have more specific questions? Contact our advisory team.
Our Engagement Models
Choose the advisory model that best aligns with your financial complexity and service requirements.
| Service Inclusions |
AdvisoryFee-Based |
DiscretionaryAUM-Based |
BespokeCustom Quote |
|---|---|---|---|
| Dedicated Advisor | ✓ | ✓ | ✓ |
| Quarterly Performance Reviews | ✓ | ✓ | ✓ |
| Custom Portfolio Construction | ✗ | ✓ | ✓ |
| Proactive Portfolio Management | ✗ | ✓ | ✓ |
| Estate & Tax Planning Coordination | ✗ | ✗ | ✓ |
| 24/7 Concierge Support | ✗ | ✗ | ✓ |
| Inquire Now | Request Details | Schedule Consultation |
Who We Serve
Our expertise is tailored to the unique needs of a discerning clientele.
For High-Net-Worth Individuals
We provide personalized wealth management and legacy planning for individuals seeking to grow and protect their substantial assets. Our service is discreet, comprehensive, and focused on your long-term success.
For Family Offices
Our firm acts as a trusted partner to family offices, offering sophisticated investment oversight and strategic financial governance. We provide the expertise and resources needed to manage complex, multi-generational wealth.
For Corporate Executives
We assist executives with complex compensation, stock options, and concentrated wealth positions. Our strategies are designed to optimize financial outcomes while navigating the unique challenges of executive wealth.
For Foundations & Endowments
We offer institutional-grade investment management to help foundations and endowments achieve their philanthropic missions. Our focus is on sustainable growth and responsible stewardship of your capital.
For Entrepreneurs
From managing liquidity events to long-term diversification, we guide entrepreneurs through the entire wealth lifecycle. We understand the journey and provide the strategic advice needed to secure your financial future.
Begin Your Financial Journey With Us
Take the first step towards sophisticated wealth management. Schedule a confidential, no-obligation consultation with one of our senior advisors to discuss your financial future.
- Confidential & Discerning Service
- Bespoke Strategy Development
- Access to Expert Insights