Your personal trust company in the heart of Europe.

About Us

Roosevelt & Partners is a Luxembourg-based accounting and financial advisory firm focused on ultra high networth individuals and businesses. Our pillars, which are deeply-rooted in our family since generations, are trust, commitment, discretion and excellency.

Our clients, who are typically entrepreneurs of small and medium sized companies, work with us for at least two generations. Our clientele is based in all 27 EU countries, as well as Egypt, Nigeria, Israel, the UAE, Russia, Switzerland, Canada and the USA.

We continue to build on our pillars in order to provide our clients a dedicated, personal and personalized service.

Our boutique firm, conveniently located on 17 Blvd. Franklin D. Roosevelt in Luxembourg city, emerged from our Founding Partner Claude Faber’s family business, which Claude has successfully run for nearly 30 years as Co-Owner and Partner.

Claude and his son Tobias, who focuses on international tax and wealth preservation, decided to focus on their clients’ core interests, and in 2017 decided to launch Roosevelt & Partners with their key staff, most of whom are working with Claude for at least 15 years.

As of now, Claude, together with his sons Tobias and Gabriel leads a multi-lingual team of senior polymaths that ensure the health of their clients’ wealth for generations. Their team of CPA’s, tax advisors, accountants and support staff provide the personal services the clients value.

Our services

As a full-service advisory firm, and as a member of the Ordre des Experts-Comptables, we specialize in innovative strategies and offer tailor-made solutions to managing our clients’ wealth in the fields of:
  • Company
    incorporation
  • Company
    domiciliation
  • Company
    administration
  • Mergers
    and Acquisitions
  • Accounting, tax
    and VAT services
  • Payroll
    management
  • Custody
    services
  • Art
    Advisory
  • Compliance
  • Residential and Commercial
    Real Estate
  • Preservation and Transfer
    of Wealth
  • Charitable giving
  • Tax services
  • Insurance
  • Art
    Advisory

Our services

As a full-service advisory firm, and as a member of the Ordre des Experts-Comptables, we specialize in innovative strategies and offer tailor-made solutions to managing our clients’ wealth in the fields of:

Our team

Contact us

  • Roosevelt & Partners sàrl
  • 17 Blvd. Franklin D. Roosevelt
  • L-2450 Luxembourg
Tax services

Our dedicated individual tax advisory team can assist you with all matters relating to your personal income tax and wealth tax assessment (where applicable). With a focus primarily on Luxembourgish tax returns, we can assist you with the correct filings.

We pride ourselves with a solid experience in changing a client’s residency if their center of vital interest changes. These strategic decisions are always studied and elaborated on a case-by-case basis.

Further, we can assist our increasingly mobile clients in obtaining secondary citizenship through dedicated direct foreign investment programs, allowing them to benefit from more personal freedom, privacy and security. Over the past few years, we have successfully assisted clients in obtaining citizenship in Antigua, Cyprus, Malta and Vanuatu.

We are happy to discuss the possibilities with you by appointment only.

Charitable giving advice

Roosevelt & Partners assists with registering your non-profit as a charitable foundation as well as manage the tax write-offs possible in various jurisdictions.

We encourage community and charitable initiatives and support philanthropic strategies. Our partners contribute to various charities, such as the Friends of the Museums (Luxembourg), Friends of the Israel Museum (Israel), MUDAM (Luxembourg), Fondation Lëtzebuerger Kannerduerf (Luxembourg), and the Peres Center for Peace and Innovation (Israel), for whom we manage the Shimon Peres Friends Circle in Luxembourg.

Insurance

Part of our credo is to be protected against any negative events happening in life. For that reason we have partnered with various national and international insurance companies in the matters of personal health insurance, real estate and furniture insurances, art insurance, but also life insurance.

We assist our clients in negotiating conditions and contracts with brokers and insurance companies all over the world.

Preservation and Transfer of Wealth

One of our most important roles when guiding our clients is the advisory on wealth transfer. The pace of everyday life has increased multiple times over in the last years, and while business continues growing, so does the international constellation of a family. Children may travel abroad for studies or work, the parents might relocate to a different country, and the grand children’s future hasn’t been worked out yet. In the meantime, tax laws and inheritance procedures change constantly, and families do not want to lose their hard earned wealth due to some unplanned reality.

We are happy to analyze your particular situation and suggest the proper setup to use to preserve and continue to grow your family wealth for generations to come. Our specialists are dedicated to tailor the structure to your need, taking into consideration the potential relocation from one place to another, planning future tough times and requirements for your day-to-day needs.

Residential and Commercial Real Estate

Roosevelt and Partners’ real estate practice focuses on finding investment-grade properties and managing our clients’ existing real estate assets.

We advise on the acquisition, restructuring, development, renovation, disposal and management of real estate assets globally. We work hand in hand with an established network of engineers, architects, designers, developers and real estate brokers.

Our team’s real estate practice specializes in sourcing potential high-yielding properties around the globe, focusing on Europe as well as key locations in the United States and the Carribean. We target residential and commercial properties, and can assist with the valuation and due diligence process for any transaction.

Recent transactions include a sharedeal for a significant residential villa in the south of France, the acquisition of a large office building in Germany with renegotiation of the lease with an important listed company, the acquisition and renovation of an apartment complex in Milan, the renovation of a palazzo in Venice, negotiation of a lease agreement with an internationally renowned 5* hotel operator, refinancing of three hotels in one of Italy’s most sought after coastal region, development of several apartment complexes in Luxembourg, as well as the acquisition of a luxury apartment in New York City including the negotiation of a US-based mortgage for a foreign student.

Art Advisory

We offer in-house art advisory services that utilize our international network of contacts: premiere collectors, dealers, auction houses, and institutions. Our Art Advisory team has the market savvy, qualitative art historical foundations, and trade relationships in place to secure access to the best and most sought after pieces in today’s market. Focused on the dynamic Modern, Post-War and Contemporary Art sectors, we aim to provide impartial and informed advice in acquisitions, deaccessions, and collection management.

For the seasoned collector, our Art Advisory team offers services that bolster current holdings to both preserve and increase collection value - be it through strategic loans, published mentions, or conservation of the integrity of the work - all as a measure to strengthen critical collection visibility and authenticity. For clients new to collecting, we are trusted advisors, who work to demystify all aspects of the art market and the acquisition process. We offer critical intelligence on the state of the market, through countless hours of research with our extensive travel to international art fairs and auctions, ensuring our clients have a full, accurate, and complete picture of the art market, and, above all, exclusive access to the best pieces on the market.

We take care of all areas of collection management: insurance, appraisals, deaccessioning & resale, installation, framing, curating, shipping, freeport storage, auctions, conservation/restoration, market research, investments, and art financing.

Recent transactions we facilitated include El Anatsui, John Baldessari, Georg Baselitz, Marc Chagall, Mary Corse, Thomas Demand, Adolph Gottlieb, Jean Dubuffet, Lucio Fontana, Charles Gaines, Alberto Giacometti, Anselm Kiefer, Gustav Klimt, Maria Lassnig, Glenn Ligon, Joan Miró, Silke Otto-Knapp, Claudio Parmiggiani, Ed Ruscha, Egon Schiele, Ettore Spaletti, Andy Warhol, John Wesley, Franz West, and Rachel Whiteread.

Compliance

Roosevelt & Partners constantly analyzes new laws and regulation aimed at tightening money-laundering operations and terrorist financing, in Luxembourg and abroad. We also make sure that your entities are compliant with FATCA and CRS regulations as well as with Luxembourg regulation. Our compliance unit is specialized in DAC6 reports for companies and investment funds.

Custody services

Luxembourg regulation requires all Luxembourg corporate entities to keep track of their shareholders and beneficial owners. As a member of the Ordre des Experts-Comptables, we offer custody services for Luxembourg companies, and can act as depository for bearer shares as well as maintain shareholder registers and complete filings with the registrar for the Register of Beneficial Owners.

Payroll management

Our HR-team handles all payroll, independent contractor, and employee accounting, including recruiting staff, handling staff reductions, reviewing employment contracts, managing sick leave, preparing payslips and wiring instructions, and interfacing with social security or tax authorities.

Accounting, Tax and VAT services

Our accounting services can be customized to the client’s needs. We prepare the daily accounts, interim reports, end-of-year financial statements, tax returns and VAT returns (if applicable) for all Luxembourg companies, whether holding or operational.

For foreign entities we can supervise and control the accounting done by other professionals. The accounts can be drawn up in LUX-GAAP or IFRS.

Our dedicated team is experienced and well-versed in all types of operations, whether basic day-to-day sales or complex booking of hybrid transactions.

Mergers and Acquisitions

Our team assists our clients with either local or cross-border transactions, including mergers, acquisitions, consolidations, purchase of assets or management. After completing the due diligence of any operation, we coordinate the negotiation between the board of directors and discussions with the shareholders to seek their approval of the deal.

Successful recent operations include the merger of two Africa-focused hotel-chains, the acquisition of a Canadian company operational in the Cannabis production, the acquisition of 2 private clinics in Northern Italy, as well as the merger of two large Luxembourg real estate holding companies.

Company administration

Roosevelt and Partners’ team of corporate administration experts look after our clients’ companies’ daily activities, whether on an administrative, legal or financial level, including:

  • tracking of regulatory deadlines;
  • managing relationships with banks, lawyers, and regulatory authorities;
  • drafting, negotiating, and executing contracts;
  • preparing and holding of company board and (annual) shareholders’ meetings;
  • on a case-by-case basis, offering board memberships to our clients’ companies;
  • transfering of a company’s HQ and company liquidation.

The continued dedication of our team is reflected by the ongoing trust our clients, some of which have roots dating back to the 19th century.

Company domiciliation

Roosevelt & Partners’ prestigious address can function as a registered office to our clients’ companies, which includes amenities such as mail management and office rental for meetings. Our network of high-end firms can provide similar services in other jurisdictions.

Throughout the years, prominent international clients and brands have used our esteemed address as corporate headquarters and we wish to thank them for their continued trust.

Company incorporation

We advise our clients on the optimal jurisdiction and type of entities for establishing or transforming a business, including the drafting of statutory documents, incorporation with a notary (where applicable), and legal filings. In Luxembourg, we can usually incorporate your company within 48 hrs. Our global network of professionals can assist with incorporations in Belgium, Bulgaria, Canada, Czech Republic, France, Germany, Italy, Malta, Spain, Switzerland, USA (California, Delaware, Florida, Nevada, New York, Washington State, Wyoming), as well as other select reputable jurisdictions.

By granting us a power of attorney, we can quickly and simply incorporate entities on your behalf.