Private Client
We advise high-net-worth individuals, families and family offices on structuring, protecting and transferring wealth, providing private client, trust and fiduciary solutions tailored to their long-term personal and family objectives.
Our Expertise
Private wealth planning requires careful consideration of legal, tax, family and commercial factors. We assist clients with succession and estate planning, wealth structuring, asset protection, tax efficiency, residency and domicile matters in Cyprus and Greece. Our work frequently involves cross-border elements, and we coordinate with foreign advisers to ensure consistency and effective implementation across jurisdictions.
We also advise on trust and fiduciary matters, including the establishment and administration of trusts, foundations and related structures. Our focus is on developing arrangements that support long-term wealth preservation, governance and the orderly transfer of assets between generations.
How We Support Our Clients
We provide discreet and commercially focused advice tailored to the needs of high-net-worth individuals, families, entrepreneurs and family offices. By understanding each client’s priorities, whether succession planning, asset protection, family governance or philanthropic objectives, we develop practical solutions that align with applicable legal and regulatory frameworks.
Our team works closely with colleagues in tax, corporate, real estate and immigration to ensure that all aspects of a client’s affairs are coordinated. For clients with international interests, we collaborate with foreign counsel, trustees, banks and professional advisers to support the efficient implementation and ongoing administration of private-client structures.
How We Support Our Clients
We provide discreet and commercially focused advice tailored to the needs of high-net-worth individuals, families, entrepreneurs and family offices. By understanding each client’s priorities, whether succession planning, asset protection, family governance or philanthropic objectives, we develop practical solutions that align with applicable legal and regulatory frameworks.
Our team works closely with colleagues in tax, corporate, real estate and immigration to ensure that all aspects of a client’s affairs are coordinated. For clients with international interests, we collaborate with foreign counsel, trustees, banks and professional advisers to support the efficient implementation and ongoing administration of private-client structures.
Our Work Includes Advising On
- Trust and fiduciary services: Establishment and administration of local and Cyprus International trusts, foundations and fiduciary structures, including acting as professional trustees and coordinating with banks, beneficiaries and advisers.
- Succession and estate planning: Advising on wills, inheritance planning and family governance arrangements to facilitate the orderly transfer of assets between generations.
- Wealth structuring and asset protection: Designing structures that support long-term preservation, governance and confidentiality of assets across jurisdictions.
- Residency and domicile planning: Advising individuals and families on residency and domicile matters and their related tax implications.
- Family office support: Assisting family offices with structuring, governance, compliance and coordination with professional advisers.
- Real estate, corporate and investment coordination: Integrating private client planning with property holdings, business interests and cross-border investments.
- Regulatory and compliance matters: Ensuring private client structures comply with applicable tax, reporting, AML and regulatory requirements.
