Family Wealth Accounting
Every client is unique, with their own family structure, lifestyle, and financial goals. Our role is to provide clear, practical advice precisely when it is needed. Whether acting as a trusted advisor or supporting family offices, we help clients make informed decisions and ensure their wealth is protected, tax-efficient, and compliant with Greece taxation for foreigners.
We assist clients, including expatriates in Greece, with tailored strategies for income, property, and inheritance planning. Our services also cover transferring your tax residency to Greece and ensuring full compliance with local tax regulations for individuals and families.
Services we offer:
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Advice on wealth preservation, succession planning, and family company structures
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Cross-border tax issues and withholding tax mitigation
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High-value real estate tax, including property tax in Greece for foreigners (ENFIA) and Capital Gains Tax Greece
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Inheritance tax Greece and Will services
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Guidance for Golden Visa with investment Greece, Greece residency by investment, and Greece golden visa properties
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Assistance with investment in Greece, real estate investment Greece, and starting a business in Greece
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Support for freelancers/self-employed in Greece, sole proprietorship Greece, and income tax in Greece for foreigners