Wealth Management
- Administering and advising on banking relationships
- Opening private bank accounts on behalf of the family
Wealth Planning Services
- Structuring assets and investments to aid tax planning
- Advise on ownership, management and distribution of assets
- Privacy and wealth protection structures
- Fiscal company migration
Family Governance
- Support in placing family governance
- Arrangements for succession within the family business
- Support with legacy protection
- Set up of family constitution
- Organizing family assemblies
- Supporting family council meetings
Trustee and Corporate Services
- Advice on issues of company incorporation and management in various jurisdictions
- Managing family shareholdings
- Selecting appropriate jurisdictions for trusts, foundations and other (corporate) structures
- Setting up, administering and coordinating trusts, foundations and other (corporate) structures
- Coordinating contacts with various local and foreign authorities
- Selecting independent trustees and protectors
- Controlling costs of external trust providers
- Providing registered office facilities
- Providing nominee services
International Relocation Services
- Analyzing tax and other benefits of international relocation
- Support with change of domicile
- Support with obtaining international residence permits
- Migration of personal tax residency (obtainment of non dom status in Cyprus)
- Assistance in locating and applying to foreign schools
- Support with applying for a second citizenship (Cyprus or any other jurisdiction of choice)
Real Estate Services
- Real estate advisory
- Bespoke property search
- Administrative property acquisition support
- Support with sale of real estate
- Real estate management
- Organising security protection of private residences
- Real estate financing/mortgages
Passion Investments
- Support with acquisition and sale of yachts, aircraft, (classic) cars, horses and other valuables (Passion investments)
- Aircraft and yacht financing
- Setting up tax efficient structures for yachts, aircraft, art etc.
Business Development
- Merger & Acquisition advisory
- Structured finance
- Partner matching
- Support with raising equity finance
- Private equity investments and structures
Estate Planning Services
- Support with estate planning
- Support with drafting testaments/last wills
- Retirement planning
Administrative Services
- Support with general legal issues
- Document & record management
- Collection and filing of administrative documents
- Payment of invoices, utilities etc
Lifestyle Support
- Travel arrangements
- Private secretary services
- Concierge services
- Organising private events
- Purchasing, insuring and shipping assets