Ready with everything you need

We understand few things are as important as providing for and protecting the needs of your family. We fully appreciate the challenges faced when managing often complex inter-generational issues, investment, reporting, philanthropic and financial planning responsibilities. Our family office service is structured to provide holistic and seamless support based on personal understanding of your needs, circumstances and locations. It encompasses tax and structure planning, estate and succession planning, governance, education and administration services.

Expertise in specialised wealth management

Our team of trustees and legal experts possess the specialist knowledge and extensive experience required to establish and administer a wide range of wealth management options. Among the most popular and widely used are trusts. Available to both private individuals and for commercial applications, we work to understand circumstances and expectations before establishing arrangements best suited to meet your requirements.

Offering an ideal solution

Among our suite of advanced wealth management solutions is the option of establishing a Maltese foundation. A foundation combines the benefits of company and trust arrangements, offering a potentially ideal solution for asset protection and management, inheritance and tax planning. Based on an understanding of your circumstances and requirements, we can provide expert advice on the use of foundations and establish the appropriate approach to meet your needs.