PRIVATE CLIENTS & FAMILIES
Discreet, careful work for individuals and families with cross-border complexity. One advisor for the whole picture, built for the long term.
Cross-border tax, wealth structuring, succession and full family office support. We become the single trusted point of contact across generations, jurisdictions and decisions.
// Capabilities
Holding companies, trusts and foundations designed around your situation, not pulled from a template.
Residence, domicile and how your foreign income and gains are treated, across every country you touch.
Succession, wills and family governance, so wealth passes the way you intend.
One set of numbers for the whole family balance sheet, consolidated reporting, bill pay and admin.
// What's included
- Personal tax returns and Malta residency advice
- Residence and domicile structuring
- Holding companies, trusts and foundations
- Succession, wills and family governance
- Consolidated family balance-sheet reporting
- Bill pay, admin and family office support
- Coordination with international advisors
// Who it's for
- Individuals relocating to Malta or with Malta residency
- Families with cross-border income, assets or property
- Founders post-exit, planning the next chapter
- Multi-generational families needing a single point of contact
// Benefits
A single trusted point of contact across jurisdictions, generations and entities.
Sensitive work handled by a small senior team, not passed around or outsourced.
Structures designed for succession and stability, not just this year's tax outcome.
We work alongside your lawyers, bankers and overseas advisors so nothing falls between them.
// FAQ
Do you advise on Malta residency programmes?+
Yes, ordinary residence, the Global Residence Programme, Malta Permanent Residence Programme and the high-net-worth schemes. We advise on the right fit and handle the tax side.
How is foreign income taxed in Malta?+
It depends on residence and domicile. Non-domiciled residents are generally taxed on Malta-source income and foreign income remitted to Malta. We map this to your specific situation.
Can you set up a trust or foundation?+
Yes. We advise on whether a trust, foundation or holding structure best fits your goals, and coordinate the set-up with the right legal partners.
Do you provide family office services?+
Yes, consolidated reporting, bill pay, investment admin and coordination with banks, lawyers and tax advisors across jurisdictions.
How do you handle succession planning?+
We work with you (and your family, when appropriate) to design a succession plan, document governance and align the underlying structures so wealth passes the way you intend.
We get your company open, registered and ready to trade, without you touching the paperwork.
Clear numbers you can actually use, every month, on time, partner-signed.
Returns filed on time. Cross-border treatment that holds up. Specialists, not a generalist guessing.
Pay what you owe, not a cent more. Planned across the year, not rushed at year-end.
Filings on time. Records that hold up. Investor-ready, every day of the year.
Forecasts, KPIs and a senior to call, before you hire, raise, price or expand.
Year-end ready before it starts. Auditors get what they need, your team gets their time back.
Take control of your numbers.
A 30-minute call with a partner. No cost, no obligation. You leave knowing exactly where your business stands today and what it takes to fix what isn't working, whether you choose us or not.