Investments Portfolio Strategy & Legal

Yield optimization and diversification

We design strategies that balance stability with performance:

Preservation & Growth

Targeting prime assets with both capital appreciation potential and steady income streams.

Diversification

Building diversified real estate portfolios across geographies (France, Switzerland, Middle East, Europe) and asset types (residential, hospitality, investment-grade commercial).

Exclusivity

Identifying off-market opportunities that are not accessible to the public, maximizing exclusivity and returns.

At Luminous Global Investments, our portfolio strategies are not only about the present. They are designed to preserve, grow, and transmit wealth across generations with the same discretion and excellence that define our firm.

Structuring Solutions

We advise on the most suitable vehicles to hold and manage real estate assets, based on the client’s jurisdiction, family situation, and long-term objectives:

SCI (Société Civile Immobilière)

Widely used in France for managing family-owned properties. It allows multiple owners to hold shares instead of direct ownership, offering flexibility in management, transmission, and succession.

Trusts

Effective in jurisdictions where trusts are recognized. They provide strong asset protection, confidentiality, and facilitate the transfer of wealth across generations.

SPV (Special Purpose Vehicle)

Commonly used in large-scale or cross-border transactions. SPVs provide separation between the asset and personal wealth, ensuring risk isolation and smoother financing or joint ventures.

Tailored Structures

In partnership with legal and tax advisors, we design customized holding frameworks that comply with international regulations while maximizing confidentiality and efficiency.

Complete management of acquisition complexity in France & Switzerland and Abu Dhabi

Navigating real estate acquisitions across borders requires precision, compliance, and discretion. At Luminous Global Investments, we simplify this complexity by working hand-in-hand with a trusted network of lawyers, notaries, and tax experts in France, Switzerland, and Abu Dhabi. This ensures that every transaction is not only seamless but also strategically optimized for our clients’ long-term objectives.

Notaries

In France and Switzerland to guarantee the legal security of transactions.

Lawyers

Specialized in cross-border investments, asset protection, and international law.

Tax advisors

Who provide clarity on fiscal implications, residency rules, and double-tax treaties. This coordination relieves our clients from the administrative burden while ensuring flawless execution.

Exit Strategy Planning

Acquiring an asset is only one part of the journey; preparing for its eventual exit is essential. We accompany our clients in defining clear, long-term strategies:

Capital Gains Optimization

Anticipating resale conditions to secure the best financial outcome.

Resale Market Positioning

Preparing properties for optimal value when divested, including off-market strategies.

Inheritance & Succession Planning

Ensuring smooth generational transfer with minimal friction and taxation.

Liquidity Management

Planning divestment timelines to align with broader portfolio and cashflow needs.