Advanced Financial
structures


At Belmonte Capital, we design and implement advanced financial structures using Europeโ€™s leading investment and holding vehicles. Operating from offices in Luxembourg and Switzerland, we collaborate with experienced legal professionals and regulatory specialists to deliver compliant, tax-efficient solutions. Our solutions are tailored to international entrepreneurs, family offices, financial institutions, and professional services providers.

Services

A structure designed for wealth preservation, tax efficiency, and long-term estate planning.

A specialised structure that separates legal and economic ownership of assets, enabling financing, tradability, and tax-efficient management. Widely used in Luxembourg, it allows for risk isolation, regulatory compliance, and flexible capital structuring.

A flexible investment vehicle designed to implement tailored strategies, offering clients tax efficiency, asset protection, and operational convenience.

Compartmentalisation+
Each asset, project, or business line can be placed in its own legal compartment, fully ring-fenced from the rest of the vehicle. This means risks and returns are isolated, creating clarity and security for investors.
Capital Raising through Note Issuance+
Compartments can issue customised notes or bonds to investors, giving you full flexibility to raise capital without giving up equity or control. This is ideal for real estate, private equity, infrastructure, or cash-flowing business units.
Regulated but Efficient+
While the SV falls under Luxembourgโ€™s regulatory supervision, it does not require a financial services licence, making it quicker and more cost-effective to launch compared to other fund structures.
Tax Transparencys+
A Luxembourg SV can be fiscally neutral, meaning income and gains flow through to the noteholders directly, without additional taxation at the vehicle level (subject to proper structuring).
Structuring Freedom+
Use cases range from real estate and private credit, to IP monetisation, portfolio warehousing, or even pre-IPO structuring, all within one legally recognised, audited, and compliant framework.
Separation of Legal and Economic Ownership+
Ownership rights can be distinctly structured so that the legal ownership remains with the vehicle (SPV), while economic ownership is held by noteholders or investors. This allows for flexible capital management, easier transfer of economic interests, and enhanced protection of asset ownership and privacy.
Family Office Structuring
Family Office Structuring (SPF)

We structure and implement compartmentalised securitisation vehicles under Luxembourgโ€™s Securitisation Law of 2004, one of Europeโ€™s most flexible and investor-friendly frameworks. These vehicles allow for legal and economic segregation of assets, enabling secure, tax-efficient, and tradable structures. They provide a robust platform for financing, risk isolation, and flexible capital management within a fully regulated environment.

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Investment Fund Structure (AIF)

No Corporate Taxation+
The structure is not subject to corporate income tax in Luxembourg, preserving returns for investors.
Low Annual Levy+
Only a 0.25% annual subscription tax.
Non-Resident Friendly+
Designed to be easily accessible and operational even for investors who are not Luxembourg residents.
Tax-Efficient Distributions+
No VAT and no withholding tax on income distributed to non-resident individuals, maximizing after-tax returns.
Confidentiality+
The structure ensures full privacy for investors
Broad investment scope+
Can hold a wide range of assets including listed securities, private equity, funds, bank accounts, life insurance policies, and more.
Wealth & Estate Planning+
Ideal for long-term wealth preservation, inheritance structuring, and international asset consolidation within a single vehicle.

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Family Office Structuring
Securitisation Vehicles
Alternative Investment Funds
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We advise on the optimal structuring of funds and corporate entities beyond standard frameworks, ensuring efficiency, scalability, and alignment with regulatory and strategic objectives.

We provide end-to-end support throughout the licensing process with supervisory authorities, coordinating all regulatory, legal, and procedural requirements to ensure a smooth and timely structuring.

We offer expert guidance on the implementation and ongoing application of financial laws and regulations, helping clients remain compliant while operating efficiently within complex regulatory environments.

Get in touch or schedule your intake via our contact form. The Belmonte support team will respond within 3 business days to discuss your objectives and next steps.



Address
Alte Steinhauserstrasse 19
6330 Cham, Switzerland
info@belmonte.capital