Private Wealth

Preserve, protect, and transfer wealth across generations and jurisdictions.

We provide strategic, discreet, and technically robust legal advice to help clients structure, protect, and transition wealth across generations, preserving both assets and legacy, with deep expertise in Cyprus trust law.

Private Wealth Overview

Our Private Wealth, Trusts & Succession Planning practice provides strategic, discreet, and technically robust legal advice to high-net-worth individuals, families, trustees, and family offices. We help clients structure, protect, and transition wealth across generations and jurisdictions, preserving both assets and legacy.

In Brief

With deep expertise in Cyprus trust law, estate planning and family governance, we offer bespoke solutions tailored to the complexities of personal wealth. Whether advising on succession for a multi-generational family business, navigating the rules for non-domiciled individuals, or resolving contentious inheritance matters, we combine legal precision with commercial and familial sensitivity.

Our clients include entrepreneurs, private investors, trustees, and families with cross-border assets and interests. We work closely with tax advisors, wealth managers, and fiduciaries to deliver integrated solutions that reflect each client’s values, goals, and risk appetite.

We act as trusted long-term advisors, offering not just legal solutions, but enduring support as wealth, family dynamics, and regulatory frameworks evolve. From planning and structuring to crisis response and dispute resolution, our goal is to secure, simplify, and future-proof our clients’ most important assets.

Practice Pillars

Our Private Wealth, Trusts & Succession Planning practice combines legal knowledge with discretion and strategic insight to help clients preserve, protect, and transfer wealth across generations. We advise on both domestic and international matters, handling complex asset structures, succession planning, and family governance with sensitivity and clarity. Our services include:

We advise clients on the effective use of trusts and asset protection structures to preserve wealth, manage succession, and safeguard assets against legal, commercial, and personal risks. Whether establishing a family trust to hold multi-generational assets or restructuring an existing arrangement for enhanced flexibility and control, we deliver strategic advice rooted in deep technical knowledge and practical experience.

Our services include the drafting, creation and administration of Cyprus Trusts and Cyprus International Trusts, tailored to meet personal, tax, and estate planning objectives. We guide clients through the selection of appropriate trust types, such as discretionary, life interest, or purpose trusts, and advise on trustee appointments, powers, and duties. For clients seeking to ring-fence assets from potential claims, divorce, business risks, or political instability, we advise to implement robust asset protection strategies that balance security with access and flexibility.

We advise trustees and protectors on their fiduciary responsibilities, risk management, and regulatory compliance, including reporting obligations. In cases where relationships break down or fiduciary breaches are alleged, we represent both trustees and beneficiaries in dispute resolution and trust litigation.

Our advice is always discreet, bespoke, and aligned with our clients’ personal values, priorities, and long-term planning goals.

Effective succession planning is essential to minimise tax liabilities and legal disputes, but also to protect family relationships and business continuity across generations. We offer strategic and sensitive guidance on succession planning and wills, helping clients ensure that their wealth is preserved and transferred in accordance with their wishes.

We work with high-net-worth individuals, business owners and families to draft tailored wills that reflect the complexity of their personal and financial circumstances. We also advise on business succession, helping founders plan for the transition of ownership and control in family enterprises or private investment structures. We coordinate wills with shareholder agreements, trusts, and governance frameworks to provide clarity and avoid future conflict.

Where international elements are involved, we assist in navigating conflict of laws, forced heirship rules, and issues in multiple jurisdictions. Our goal is to provide peace of mind through forward-looking planning that secures both financial stability and family harmony, ensuring that legacies are protected and passed on as intended.

We provide comprehensive legal and strategic support to families and family offices seeking to establish long-term structures for wealth preservation, governance, and intergenerational continuity.

We advise on the design and implementation of family constitutions, governance protocols, and succession plans that define roles, responsibilities, and processes for key decisions. These frameworks help families maintain unity, manage expectations, and avoid costly disputes, particularly where business, philanthropy, or real estate is shared among generations.

We assist clients in the establishment and operation of single or multi-family offices, advising on legal structure, regulatory compliance, operational policies, and oversight mechanisms. We also work with existing family offices to support their ongoing legal, tax, and fiduciary needs.

Our approach is practical and values-led, balancing legal protection with family cohesion and long-term vision.

We provide expert legal representation in contentious trusts and estate disputes, acting for trustees, executors, beneficiaries, and other interested parties in high-stakes, often emotionally charged, proceedings. These disputes can arise from concerns about the validity of a will or trust, perceived unfairness in distribution, or alleged misconduct by fiduciaries.

We represent clients in undue influence, lack of capacity, fraud, improper execution, breach of trust and fiduciary duty disputes, including actions for mismanagement of trust assets, self-dealing, or failure to account. Where possible, we aim to resolve disputes through mediation or negotiated settlement, but we are ready to act decisively in court when necessary.

Our approach is strategic, sensitive, and proportionate, protecting legal rights while preserving value and, where appropriate, family relationships. Whether defending an estate or pursuing a claim, we bring clarity, professionalism, and determination to every matter.

Experience

Our lawyers have regularly advised HNW clients and family offices on their asset protection, asset management and succession planning, and structured strategies to achieve the clients’ goals and for this purpose, drafted a wide range of local and international trust deeds, wills, corporate structures and governance rules.

Have a question or need legal guidance? Our team is here to help.

Call: +357 22 31 99 26