A sustainable way to manage, preserve, and grow your wealth for the long term.

Family office services

Family office

Wealth is volatile and it needs to be nurtured with strong values and care. The number of family offices has increased significantly and so has their level of importance. The world around us is changing. It’s for this very reason that family offices are assigned an important task. They are empowered to develop a long-term strategy for managing the assets and affairs of wealthy individuals and families around the world, with the focus on a lasting legacy.

The way families manage their affairs and control their wealth is changing. Increasing complexity, more public scrutiny, and new regulations are just some of the reasons why many families are finding great benefit in using family offices to help them build a legacy.

Alongside our global network, we offer a central point of contact for your family office to help preserve your wealth for current and future generations across the globe.


Vision Pie

Your future-ready family office

A personalised and holistic approach just for you

We’re here to guide you in making informed decisions to structure and further grow your wealth. We invest time in building relationships, understanding your unique circumstances, and aligning with your business and financial goals.

No matter the size, type, or complexity of your organisation, we help you create a structure that is resilient and ready to adapt.


Create your adaptable family office

Setting up a family office might seem daunting, but it doesn't have to be—our global network of experts is here to assist.


How can we help?

Every family office is unique, tailored to specific needs. We can assist in setting up and manage a single or multi-family office or support your existing family office. Our multi-disciplined team, along with our global network, is here to support you.

We help you develop a comprehensive plan covering key areas like operations, technology, staffing needs, advisers, and governance, all centred around you. Our servicesare designed to meet the challenges of growing and protecting your legacy. Establishing your family office begins with defining its vision and purpose for the family or individuals and their wealth.

We offer a full range of advisory services, from tax and accounting to deals and legal support.

  • Advice on corporate structures
  • Real-estate advisory
  • Relocation and immigration
  • Inheritance matters
  • Licensing
  • Trust establishment
  • Compensation and rewards (both family and non-family)

  • Family education
  • Family management
  • Family constitution

 

  • Strategy and incorporation ESG
  • Measurement 
  • Implementation 
  • Reporting

 

  • Valuation
  • Investment opportunities
  • Due diligence
  • Licensing
  • M&A and deals
  • Digitalisation

  • Advice on corporate structures
  • Real-estate advisory
  • Relocation and immigration
  • Inheritance matters
  • Licensing
  • Trust establishment 
  • Compensation and rewards (both family and non-family)

  • Succession planning
  • Estate planning
  • Wealth transfer
  • Transition management
  • Next Gen development / education
  • IPO and third-party investing

  • Accounting and audits
  • Tax and VAT compliance
  • Regulatory compliance & reporting
  • Network and IT support
  • Cybersecurity & data privacy
  • Bill payment and expense management
  • Property management
  • Concierge

  • Generational transition
  • Transfer of shares
  • Philanthropic advice
  • Luxury assets
  • Real estate advice

  • Succession planning
  • Estate planning
  • Wealth transfer
  • Transition management 
  • Next Gen development / education
  • IPO and third party investing 

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Contact us

Bernard Attard

Bernard Attard

Clients and Markets Leader, PwC Malta

Tel: +356 7997 7788

Edward Attard

Edward Attard

Tax Partner, PwC Malta

Tel: +356 7986 8149

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