Lux Heritage

Welcome to Lux Heritage

Your trusted partner for your investments and wealth strategies. Find out how we can help you achieve your financial goals.

Our Main Services

Our full range of services is aimed at a diverse clientele, professional or individual.

Asset Allocation

Diversify and optimize your portfolio in a logic adapted to your objectives, your horizon and your risk profile.

Heritage Council

Access our advisory services to plan your wealth strategy simply and effectively.

Operational Implementation

Choose the supports that suit you best. We take care of the administrative monitoring of operations.

Investment Strategies

We facilitate access to a variety of investment opportunities in areas such as:

LBO

Private Debt

Small/Mid Caps

Secondary

Co-Investment

Infrastructure

Alternative Funds

Listed Assets

ETF

Impact / ESG Funds

Real Estate

Our Other Value Propositions

We offer ad-hoc advice across the entire value chain and do not hesitate to propose daring alternative solutions.

We provide access to numerous supports in France, Luxembourg or elsewhere (life insurance, capitalization contracts, trading accounts, etc.).

We facilitate other alternative assets transactions for a high-end clientele (art, diamonds, etc.).

We have access to off-market and extremely rare works of masters from private collections. We facilitate the certification of works and the transaction in an optimal manner (organization of transport, viewing, drafting of contracts) all over the world.

Our network allows us to have exclusive works by famous artists at advantageous conditions.

We facilitate the sale of diamonds for personal or estate transactions. We have access to unbeatable prices due to our supply chain. We provide advice on which diamonds to buy (4Cs).

Our Team

Our team is dedicated to providing you with superior service and supporting you in all your financial decisions.

Michel Stofer

Founder: 2022
Partner and portfolio manager within a multi-family office (~€250M in multi-assets): 2020-2022
BNP Paribas CIB: 2013 – 2019
ENSAE ; HEC Paris – MBA ; Yale School of Management – Master of Advanced Management

Étienne Stofer

President: 2024
CEO of the CRPNPAC (>€5 billion across all asset classes): 2003-2020
Board member of AF2I (French Association of Institutional Investors): 2007-2020
HEC Paris

Our Values

Transparency, Flexibility, Rigor, Audacity, Seriousness. Our DNA lies in perfect alignment with the needs of our customers. We are here to listen to you and allow you to invest with complete peace of mind.

Contact us

Do you have questions or want to know more about our services? Do not hesitate to contact us. We are here to help you.