Wealth & Estate
Family Office Services
Consolidated administration, reporting and governance for private wealth.
What we do
We give a family one accurate view of what it owns and one place where the obligations attaching to it are managed. Every entity mapped, one filing calendar, every board decision recorded, and a single periodic statement of the whole position.
Private wealth rarely arrives in a designed structure. It accumulates through transactions that were each sensible at the time and ends up spread across holding companies, trusts, investment vehicles and directly held assets in several countries, administered by different providers on different calendars. The problem that creates is administrative before it is ever a tax one, and it is the one we solve.
This is administration and governance. We do not select or manage assets.
What you get
- The map: what exists, who owns it, what it holds, and which obligations attach to each entity
- One consolidated position statement, produced periodically, covering the whole structure
- Statutory filings across every Cyprus entity, on one calendar: accounts, audits, annual returns, tax and VAT
- Directors, company secretaries and nominee shareholders where the structure needs them
- Trustee provision and trust administration where a Cyprus International Trust forms part of it
- A governance framework across entities: board calendars, authority limits, decision records
- Banking administration: mandates, signatories, and onboarding for new entities as they are added
- Beneficial ownership registers kept current across the whole structure
- Coordination with your investment managers, lawyers and advisers in other jurisdictions
- A structural review as circumstances, residence and family composition change
How it works
The map comes first, before any process changes. An accurate picture of the entities, their ownership, their assets and their obligations is the document everything else is built on, and families are frequently surprised by what is in it.
Then the calendar. Board meetings, filings, reviews and renewals scheduled across every entity rather than handled as each one surfaces. Most of what goes wrong in a multi-entity structure is a missed date rather than a bad decision.
Each company in the structure carries its own residency position, so substance is maintained per entity. A group where one company is well governed and four are dormant on paper carries the weakness of the four, and the calendar covers all of them.
Consolidated reporting means one firm holds a complete picture of the family's affairs, which is why the work belongs with a licensed firm carrying professional confidentiality obligations and answerable for them.
Working with us
Four steps, and the first one is a conversation
A call
What the family owns, roughly how many entities are involved, and who currently administers each. No charge for it.
A proposal in writing
Fixed fees, not estimates, per entity and for the consolidated function, so the cost of the whole is visible.
You accept
Engagement letter signed, then onboarding. Where entities are moving from other providers, we handle the transfers.
You get the map, then the calendar
One accurate picture of the structure, and from there a single schedule that everything runs to, including the parts that used to be somebody's memory.
Common questions
Do you manage investments?
No. We administer the structures that hold them, report on the consolidated position and run the governance across every entity. Asset selection stays with your investment managers, and we coordinate with them rather than competing with them.
Our entities are in several countries. Can you still do this?
Yes. We administer the Cyprus entities directly and coordinate the others with their local providers, onto the same calendar and into the same consolidated report. That coordination is usually the part that was missing.
How many entities does this make sense for?
Fewer than most people assume. The point at which it pays is not a number of companies but the point where no single person can describe the structure from memory, which for many families is three or four entities and a trust.
Who in the family sees what?
Whatever the family decides, set out at the start and built into how reporting is distributed. Different members frequently receive different views of the same structure, and defining that is part of the governance framework rather than an afterthought to it.
What follows
Structures outlive the reasons they were built, so the review is annual and the calendar is permanent. Corporate administration and accounting and tax compliance carry each entity's own obligations underneath the consolidated view.
Where the next question is succession rather than administration, trusts and estate planning is where that is answered.
| Function | Consolidated administration, reporting and governance across family entities |
|---|---|
| Typical scope | Holding companies, trusts, investment vehicles and directly held assets |
| Regulated elements | Directorships, registered office, trustee and nominee services |
| Reporting | Consolidated position, entity-level accounts and statutory filings |
| Governance | Board calendars, decision records and authority frameworks across entities |
| What it is not | Investment management or discretionary asset selection |
Also in Wealth & Estate
- Cyprus Non-Dom Tax ResidencyNon-domiciled status, the 60-day and 183-day tests, and the resulting dividend position.
- Founder RelocationPersonal relocation to Cyprus aligned with the corporate structure and the exit plan.
- Cyprus Trusts & Estate PlanningCyprus International Trusts, succession planning and asset protection.
Find out whether Cyprus fits your plans
It starts with three questions: where your revenue comes from, what you own, and where you are tax resident. From there, the conversation is about what you are building and where you want to take it. After the call, you receive a written proposal covering the recommended structure, the implementation roadmap, and a fixed fee quote.