Private Investment & Family Capital
Entrepreneurial families, family offices and private investors are increasingly looking beyond traditional investment structures to pursue direct investments, co-investments, club deals and bespoke investment platforms.
At Chevalier & Sciales, we assist clients with the structuring and implementation of Luxembourg investment and private wealth solutions, whether through dedicated investment vehicles, family office structures, Luxembourg investment funds or other tailored arrangements.
Our experience spans private equity, real estate, venture capital, private debt and other alternative investment strategies, allowing us to develop solutions that support our clients’ investment, governance and succession planning objectives.
Key competencies in our private investment services include:
Dedicated Fund Creation and Management
Our team specializes in the creation and management of dedicated investment funds. We advise entrepreneurial families, family offices, private investors and investment managers on the establishment and operation of Luxembourg investment funds, dedicated investment platforms and bespoke investment vehicles tailored to their specific needs. This includes providing guidance on fund structuring, regulatory compliance, investor relations and fund administration. We ensure that our clients’ funds are structured efficiently and managed effectively to achieve their investment objectives.
Investment Structure Optimization
We assist clients in structuring their investments to achieve optimal results. Whether it is a private equity fund, venture capital fund, real estate fund or other alternative investment structures, our team leverages its deep understanding of the industry to develop customized solutions that align with the client’s specific investment goals.
Co-investments and Club Deals
We assist clients in structuring co-investments, club deals and other direct investment arrangements, including the establishment of dedicated Luxembourg holding, financing and investment structures tailored to the transaction and the parties involved.
Family Office and Family Capital Structures
In addition to dedicated funds, we offer guidance and support in setting up family offices and family capital structures. Our team assists clients in establishing family offices that serve as centralized platforms for managing various aspects of their wealth. This includes the establishment of family charters, governance structures and the coordination of professional service providers. We provide comprehensive solutions to help families effectively manage their wealth and ensure intergenerational wealth preservation.
Risk Identification and Mitigation
Our experienced professionals analyze investment opportunities and identify potential risks inherent in private investments. We help clients navigate complex market dynamics, regulatory requirements and potential legal challenges, ensuring that risk factors are appropriately assessed and mitigated to protect their investments.
Coordination of Professional Service Providers
We understand that a dedicated investment vehicle often requires collaboration with various professional service providers. As part of our services, we initiate, coordinate and liaise with these providers, including foreign tax advisers, investment managers, auditors, administrators and other specialised advisers. We ensure seamless integration and efficient management of your dedicated investment vehicle’s operations.
At Chevalier & Sciales, we combine investment funds, private wealth and corporate expertise to assist entrepreneurial families, family offices, private investors and investment managers with the structuring of investment platforms, co-investments, club deals and other bespoke arrangements. Whether establishing a dedicated investment vehicle, a family office or a Luxembourg investment fund, our objective is to help clients implement structures that support their investment strategy, governance objectives and long-term wealth and investment goals.
Key competencies
arrow_forward Luxembourg SPF (Société de gestion de Patrimoine Familial) Services
arrow_forward Private Wealth Planning
arrow_forward Dispute Resolution
Highlighted cases
arrow_forward Assisting a LATAM family with the set-up of a RAIF.
arrow_forward Assisting a Swiss based family with the restructuring of their Luxembourg fund.
arrow_forward Assisting a Greek family with the establishment of their SPF.
What others say
The Legal 500
The investment management sector is the principal driver of boutique business law firm Chevalier & Sciales and accounts for the majority of work it handles in an advisory, transaction and litigation setting. As well as helping establish and operate funds administering traditional asset classes, the team has also successfully developed a strong offering in emerging classes, including as it relates to digital assets. Founding partner Olivier Sciales has ‘the ability to translate “law-speak” into clear common language’ and regularly advises Luxembourg and foreign sponsors on the structuring of alternative investment funds. Cécile Rechstein co-heads the team alongside Olivier Sciales.
Client testimonials
‘Direct engagement with the partners. Specialised in setting up investment funds in Luxembourg.’
‘The team provides impressive responsiveness and an outstanding expertise in relation to investment fund matters.’
‘The team is friendly, (not arrogant at all) and very open to work for new business opportunity, especially in the world of crypto/blockchain.’
‘It is a human scale firm where you are not considered as a small client.’
‘Olivier Sciales has the ability to translate “law-speak” into clear common language.’
