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Private Clients and Family Business

Our Private Clients and Family Business team supports individual shareholders, entrepreneurs and family offices on structuring their private and business assets. Working alongside the PwC tax and accounting specialists and our international network, our aim is to become a holistic trusted advisor helping our clients tackling important issues concerning the management of their personal and business assets.


Our range of services includes:

  • Advice on the set up of family governance arrangements;
  • Advice on the legal and tax implications of structuring the holding of assets, including holding companies, but also of holding special asset categories such as real estate, works of art etc;
  • Succession planning, establishment of trusts and foundations;
  • A to Z assistance in execution of new structures;
  • Establishment and operation of non-profit organizations;
  • Personal compliance issues (e.g. UBO identification, private assets declaration, tax returns).

Our portfolio of recent mandates includes:

  • Ongoing trusted advisory services to a number of family offices of Greek entrepreneurs;
  • Advising on the establishment of a foreign trust aimed at succession of a private business to its management;
  • Advising a number of shareholders of listed companies regarding the succession of their holdings;
  • Advising the shareholders of a Greek multi-cluster business on the separation of the various clusters between the shareholders through a legal de-merger.
  • Advising a large family office on issues around UBO declaration regarding their Greek participations owned by foreign trusts
  • Advising an individual investor regarding his minority silent partnership in a shipping investment

Contact us

Vassilis Vizas

Partner, Head of Legal

Tel: +30 210 6874019

Stavroula Marousaki


Tel: +30 2106874027

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