Asset-Holding Structures
Advice on lawful Greek and cross-border ownership structures, taking account of succession, governance and liability considerations and working with regulated tax advisers where required.
Private Wealth
We coordinate legal services for private clients and families with significant or cross-border assets. The work may involve ownership structures, succession, property transactions, residence matters and coordination with regulated tax, investment and accounting advisers.
How we can assist
Corporate Vehicles and Holding Companies
Advice on suitable corporate structures for holding and managing assets, subject to legal, tax, substance and reporting requirements in each relevant jurisdiction.
High-Value Real Estate Portfolio Management
Full legal coverage for the acquisition, development, and disposition of luxury real estate portfolios in Greece.
Cross-Border Tax Coordination
Coordination with qualified tax advisers on residency, reporting and the tax treatment of cross-border assets, including applicable FATCA and CRS obligations.
Tax Residency Relocation (Non-Dom Regime)
Guiding international HNWI and foreign retirees through the process of relocating their tax domicile to Greece to leverage favorable statutory tax incentives.
Investment Migration (Golden Visa)
Comprehensive legal management for securing residence permits via strategic real estate acquisitions or capital investments.
Succession & Estate Planning
Formulating strategic family constitutions and estate plans to prevent intra-family disputes and ensure seamless business succession.
Family Office Advisory
Providing centralized legal oversight and general counsel in close coordination with asset managers, financial advisers, and CPAs.
Cross-Border Estate Administration
Resolving complex international probate and succession matters involving multi-jurisdictional estate assets.
Frequently asked questions
Which advisers may be required for cross-border wealth matters
Depending on the assets and jurisdictions, the legal team may need to coordinate with licensed tax advisers, accountants, notaries, investment professionals and foreign counsel.
Can the firm guarantee a tax result
No. Tax treatment depends on the facts, current law and the advice of the appropriately qualified tax professional in each jurisdiction. Legal structures should not be implemented before this review.
How is confidentiality managed
Information is shared only as necessary for the agreed work and subject to professional secrecy, data-protection obligations and any appropriate engagement terms with external advisers.
This information is general and does not constitute legal advice. Advice depends on the facts of each matter.
A first discussion should identify the people, entities, assets, jurisdictions and decisions involved. We can then define the required legal work and professional coordination.
Make an inquiry