Wealth and Estate
Planning for your future and that of your dependents is something deserving of special attention. Our experienced legal and estate practitioners backed by a trusted network of experts and intermediaries can help create your plans and fulfil your intentions. We specialise in family offices, trusts, foundations and companies, along with gifts and estate taxes and wills.
Wealth and Estate
Planning for your future and that of your dependents is something deserving of special attention. Our experienced legal and estate practitioners backed by a trusted network of experts and intermediaries can help create your plans and fulfil your intentions. We specialise in family offices, trusts, foundations and companies, along with gifts and estate taxes and wills.
Acumum Advisory
Based in Ireland, Malta and the UK, we provide a comprehensive and award-winning range of legal and accounting services to international clients. Guided by a commitment to long-term relationships and exemplary customer service, our experienced team works to create inclusive, practical and cost-efficient solutions for clients. Among those we work with are individuals, family offices, companies, governments and intermediaries.
Our Wealth and Estate Planning Services
Family Office
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.
Available in Ireland, Malta and the UK
Trusts
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.
Available in Ireland, Malta and the UK
Foundations
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.
Available in Ireland, Malta and the UK
Other Wealth and Estate Planning Services
Our range of support includes:
Family Trust Companies
Legal and advisory services
Taxation and structuring advice
Estate, gift and inheritance taxes
Wills
Why choose Acumum for Wealth and Estate Planning Services?
Helping secure your future
Planning for your future and that of your dependents is something deserving of special attention. Our experienced legal and estate practitioners backed by a trusted network of experts and intermediaries can help create your plans and fulfil your intentions. We specialise in family offices, trusts, foundations and companies, along with gifts and estate taxes and wills.
Wealth and Estate Planning Library Items
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The island nation welcomes international investors with a wide array of business and investment opportunities,...
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The Society engages with its youth, civil society, business and governmental networks to address issues...
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Our insurance sector has gained global attention. Most major names in the industry have operations...
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We host banking institutions hailing from the UK, Turkey, Qatar, the US, Czech Republic, Finland,...
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Develop and test your products on our small but incredibly diverse local market. Cost effective...
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Malta has established itself as a popular jurisdiction for alternative investments due to its flexible...
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We are one of a few EU domiciles offering both trusts and foundations. In the...
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Malta Citizenship By Naturalisation For Exceptional Services By Direct Investment
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By far the most popular corporate structure is that of the limited liability company ‘Ltd’,...
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With its corporate laws based upon those of the UK, Malta has utilised tried and...
To learn more about what we do and our services, please contact us.
“As your trusted partner, the work that we undertake is always personalised – and focused on achieving our clients’ aims, understanding your industry specific requirements and personal goals. We are engaged by both private individuals and corporations.”
Geraldine Noel
Director, Barrister
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