Succession

OVERVIEW

In the realm of wealth structuring and estate planning, the great wealth transfer to younger generations is of pivotal importance to our clients, as we help them navigate concerns and challenges to ensure a smooth and successful shift of wealth.

We stand by our clients as they consider their family legacy, and the need to engage the next generation in the planning; as they are driven by the social impact their wealth can have, examining their plans for philanthropy and charitable giving; and finally, as their needs change as they increasingly become more tech savvy, agile and mobile on a global scale.

Our firm is uniquely positioned and experienced in assisting families of diverse origins and backgrounds, serving as their bridge to Greece, while ensuring a tailored approach that aligns with their unique needs and preferences. Our expertise spans lifetime gifts, living wills, post-mortem estate planning, and inter-generational wealth transfer. Specialising in estate planning, proactive tax strategies, and family, inheritance, and immigration law, we navigate complexity, ensure compliance, and provide enduring value. As specialists in the needs of modern, internationally mobile families, we can guide you through tax, regulatory, and family law considerations in wealth transfer planning.