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.

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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.

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Young family with their sons at home having fun

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.

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Family Trust Companies

Taking it all into account

Malta is a favourable jurisdiction for families wanting to establish wealth planning structures. Among the options available is a family trust company, which allows greater family member involvement in decision making, while still providing the confidentiality benefits of a trust or foundation. Our starting point when advising on this structure is gaining a clear understanding of family circumstances, dynamics and ambitions. Based on this, we can establish the family trust company and provide the services needed for its long term management.
Available in Ireland, Malta and the UK.

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Other Wealth and Estate Planning Services

Alongside the above services, consider talking to us about other wealth and estate planning services including:
• Legal and advisory services
• Taxation and structuring advice
• Estate, gift and inheritance taxes
• Wills

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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.

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Wealth and Estate

Arabian Business – Invest in Malta

The island nation welcomes international investors with a wide array of business and investment opportunities, including new citizenship and residency by investment programs, plus a digital nomad residence permit.

Royal Commonwealth Society

The Society engages with its youth, civil society, business and governmental networks to address issues that matter to the citizens of the Commonwealth. Its primary focus is the promotion of young people throughout the Commonwealth

Why Malta For Insurance

Our insurance sector has gained global attention. Most major names in the industry have operations on the island. Explore our unique selling points to find out whether Malta could be the right choice for you too.

Why Malta For Credit and Financial Institutions

We host banking institutions hailing from the UK, Turkey, Qatar, the US, Czech Republic, Finland, Bahrain, Ireland, Greece and Holland. Our banking model is diversified, and most banks don't rely on wholesale funding.

Why Malta For Fintech

Develop and test your products on our small but incredibly diverse local market. Cost effective solutions. Join our Regulatory Sandbox and find support in our Innovation Hub.

Why Malta For Investment Funds & Asset Management

Malta has established itself as a popular jurisdiction for alternative investments due to its flexible and innovative yet mature regulatory environment and a wide range of fund products.

Why Malta For Private Wealth

We are one of a few EU domiciles offering both trusts and foundations. In the wealth management space, we have established ourselves as a cost-effective outsourcing partner. Our service providers can assist clients in setting up structures such as trusts, foundations, funds and corporate vehicles.

Malta Citizenship

Malta Citizenship By Naturalisation For Exceptional Services By Direct Investment

Malta Fact Sheet

By far the most popular corporate structure is that of the limited liability company ‘Ltd’, however, there are a number of structures available, the following being the most commonly used.

UK Fact Sheet

With its corporate laws based upon those of the UK, Malta has utilised tried and tested corporate laws and principles into its own legislations; providing comfort and security to the commercial and business community.