Family Office Services

A sustainable solution for the long-term management, preservation and growth of your wealth.

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 the Family Office is assigned an important task: 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.

How 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.

Together with our global network we offer you a central point of contact for your Family Office to help you preserve your wealth for current and future generations across the globe.

family office wheel

Your future-ready family office

A personalised and holistic approach just for you.

We are here to help you take the best possible decisions to structure and further grow your wealth. We take the time to build relationships based on an understanding of your unique circumstances, your business and financial goals.

Regardless of the size, type or complexity of your organisation, we help you build the structure that best serves you to be future-proof and shock-resilient.

Build your future-ready family office

The thought of setting up a family office could be a daunting one but doesn’t need to be - our global network of experts are here to help.

How can PwC support you ?

No two family offices are identical, but each is tailored to specific needs. We can help you set up and manage a single family office or multi-family office or support your established family office. Our multi-disciplined team, alongside our global network can support you.

We help you create an overall plan that encompasses key areas, including operations, technology, staffing needs, advisers and governance that is truly built around you. Our service offerings are built to meet the challenges to grow and protect your legacy. Setting up your family office starts with defining the vision for your office and purpose for the family or individuals and their wealth.

We can offer our full suite of advisory services from tax and accounting to deals and legal support.

family office person using tablet

  • Design and implementation of Family Office structure 
  • Review of operating model 
  • Governance and internal controls 
  • Policies and procedures 
  • Vision and purpose 
  • Planning around international uncertainties

  • 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)

family office

  • Maltese and international tax advice
  • Corporate structuring
  • Tax compliance
  • Financial planning
  • Trust management
  • Navigating global trade and sanctions

  • 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

Tax Partner, PwC Malta

Tel: +356 2564 6726

Edward Attard

Edward Attard

Tax Partner, PwC Malta

Tel: +356 2564 6750

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