Selecting the right trustee for your estate is one of the most important decisions you have to make. Discover how Primus Wealth can protect your family’s assets and ensure that the wealth you have accumulated can become generational wealth for your family for years to come.
Primus Wealth has been established by professionals with over 30 years of international expertise in asset management, tax & legal advisory and trust management. Primus Wealth aims to pursue its bespoke services at a high professional level with great commitment. Our corporate motto “CREATING VALUE ACROSS GENERATIONS” expresses our commitment to combine family value with continued development.
Primus Wealth’s services are based on the following core values:
Professionalism
The professional background of Primus Wealth’s services is guaranteed by the Society of Trust and Estate Practitioners (STEP), as the managing partners and board members are the founders, as well as committee members, of STEP Hungary. Additionally, all of our colleagues have master’s degrees in law or economics or both. We employ domestic and international tax advisors, LLM degree international lawyers, highly trained chartered accountants and experienced financial market analysts. All of our colleagues speak English at full professional proficiency and we have professionals who also speak fluent professional German, Russian, Bahasa, Cantonese and Mandarin.
Regulation
Continuous legal compliance is guaranteed by the international and the European competent authorities.
Loyalty
Primus Wealth is committed to unconditional loyalty to the clients.
Financial guarantee
Besides our professionalism and unconditional loyalty to the clients, Primus Wealth maintains an indemnity insurance policy provided by Lloyds Syndicate, resulting in effective financial protection for our valued clients.
Legal guarantee – Rule of law
The system makes the difference. In contrast to offshore jurisdictions, the EU’s legal environment – as a result of the complexity of the legal system – and domestic, EU and international regulations, guarantee that our clients can trust the system. This legal environment guarantees that no one can misuse or abuse their position. As Luxembourg and Hungary are members of the EU and maintain a vast double tax treaty and asset protection treaty network, several layers of law (domestic, EU, state and international) provide an effective and reliable legal environment to enjoy the rule of law.
Family values
We know and understand the challenges of multi-jurisdictional and high net wealth families. Therefore, we provide solutions that keep in mind the values of the family. We find the most optimal solution for our clients to accommodate their needs using our vast international network.
