HNWI & FAMILY OFFICES
Today, more than ever before, new risks, challenges and needs arise for both, the business, and the family. We understand that there is no ‘one-size-fits-all’ approach. No matter at which stage of the business journey you find yourself to be; if you are an entrepreneurial start-up or an established Family Office; our multi-disciplinary team is here to guide you in each step of your way. We offer both local and international expertise in helping you preserve your net worth across generations and across the globe.
We develop and maintain an effective asset management structures, including family funds, trusts, investments, and life insurances. Our team consists of international experts in the field of compliance, finance, and tax law. We use the world’s best practices and involve reliable partners to map out the best solution based on your goals and objectives, while reducing risks and costs.
We can set up and manage both, a single-family office or multifamily offices. Before deciding on what type and scope of family office to establish, we carry out a cost analysis to determine the amount of income generated each year versus the overall operating costs. We are here to help you make the best-informed decision, for your asset management style.
You can focus on what’s important to you, while we take care of the details. With challenging legal and regulatory requirements, as well as the need for transparent financial compliance, family offices are under increased pressure. We provide support across multiple service areas, including operational level with back and middle office set-up; as well as on the company management level.
We provide comprehensive support for wealth inheritance and succession issues. We help you form the rules for the distribution of assets between family members, determine the best and safest way to transfer capital and prepare the heirs for further business management. Our focus is to preserve and grow your family wealth when passing through generations in accordance to the will of the family head.
Our experts provide solutions to support a broad range of transactions, including acquisitions, divestments, IPOs, PFI/PPP bids, group reorganisations, financial restructurings, and strategic alliances. We look closely at your specific transaction objectives and map out number of alternative routes for reaching your goals; while considering the relevant accounting, tax, regulatory and commercial factors to provide you with the optimal transaction structure action plan.
We offer advice on obtaining Permanent Residence Permit (PRP), Temporary Residence Permit (TRP), Employment Permit, Student permit, Visas and any other immigration matters in Cyprus and internationally. We choose the best route to follow taking into consideration your capital structure, marital status, lifestyle, and personal interests. We develop a new asset management strategy and help organize your move.
We assist with custom strategies to grow your investment portfolio, while continuously assessing the risks and suggest new ways to enhance returns. We will share with you regular reports in a coherent format based on your chosen investment strategy.
Additional services offered by our Group Company FirstClassProject is a full-range luxury concierge and lifestyle management service provider covering literally most (if not all!) of the needs of busy people. Including Travelling Arrangements, Restaurant Reservations, VIP Access, Private Events Arrangements, Conferences and Seminars, Education and Training, Home and Property Management, Relocation Services, Emergency Assistance, Daily Tasks, Extraordinary Life, Online Image, Campaign Management, Personal Image and Lifestyle Management.
You may join and enjoy the unique services of FirstClassProject by selecting any of the three memberships: Prestige, Status, or Distinguished.
For more information on full-service portfolio please visit our FirstClassProject website.