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WHAT IS IT?

A Family Office is a specialized service designed to manage, protect, and grow the wealth of high-net-worth individuals and families. Our family office services provide a centralized approach to financial planning, tax efficiency, investment management, and estate planning. We ensure that your wealth is structured effectively, minimizing tax liabilities, securing long-term financial stability, and simplifying complex financial affairs.

WHAT CAN WE DO FOR YOU?

We provide customized and confidential financial solutions, allowing you to focus on what truly matters while we handle the complexities of wealth management. Our services include:

Comprehensive Wealth Management - Overseeing investment portfolios, real estate holdings, and other assets.

Strategic Tax Optimization – Structuring your assets efficiently to minimize tax exposure and take advantage of Greek and international tax incentives.

Succession and Estate Planning - Ensuring a smooth wealth transfer to future generations through trusts, foundations, and inheritance tax planning.

Administrative and Compliance Support - Managing day-to-day operations and ensuring adherence to regulatory requirements.

WHO IS IT FOR?

This service is designed for high-net-worth families seeking centralized management of their financial affairs in Greece.

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