Private
Client,
Trusts
&
Estate
Administration
We provide discreet, strategic, and highly personalised legal support to individuals, families, and family offices in managing, protecting, and transferring wealth across generations. Our team advises on private wealth structures, Cyprus and international trusts, estate planning, and administration, ensuring that every arrangement is secure, compliant, and aligned with each client’s long-term objectives and legacy.
Comprehensive Private Client Advisory
We advise private clients, family offices, entrepreneurs, and international investors on the preservation and transfer of wealth with a focus on discretion, technical precision, and cross-border practicality. Cyprus offers a stable, EU-aligned legal environment with no inheritance or wealth tax, an extensive treaty network, and modern trust and holding-company frameworks; used thoughtfully, these tools allow clients to structure assets efficiently for succession and long-term stewardship.
Our work spans Cyprus International Trusts, wills and succession planning, and the administration of estates, integrating tax-aware strategies with the personal realities of family governance and legacy. We support clients across the full life cycle—from the first conversation about objectives to ongoing administration and, ultimately, the implementation of their wishes—often coordinating seamlessly with trusted associates where specialist input is required.
Cyprus International Trusts
Cyprus is a trust jurisdiction of choice for clients who value asset protection, flexibility, and confidentiality. Properly established trusts insulate property from later creditor claims unless fraud can be proven, with challenges time-barred after two years. They are frequently used to centralise international portfolios, hold operating or holding companies, and separate family assets from entrepreneurial risk.
They can also serve as an effective succession planning tool, helping to avoid or mitigate foreign inheritance or estate taxes by placing assets within a neutral, tax-efficient framework.
Wills, succession and choice of law
Because many of our clients live and invest across borders, we ensure that testamentary documents and lifetime vehicles align. Cyprus succession law coexists with the EU Succession Regulation (Reg. 650/2012), which—where applicable—permits a person to choose the law of their nationality to govern the succession of their worldwide estate (including Cyprus property); without such an election, the law of the last habitual residence ordinarily applies.
This choice-of-law mechanism is crucial for clients navigating differing forced-heirship rules, enabling a coherent plan that respects family intent and reduces the risk of conflict. Our role is to draft clear, workable instruments, coordinate across jurisdictions, and anticipate the interface between local rules and foreign law elections so the estate passes as intended.
Administering Estates with Precision and Care
01.
Administration of estates
When a death occurs, practical execution matters as much as careful planning. We act as executors and administrators or advice executors and administrators, obtaining Grants of Probate (where there is a will) or Letters of Administration (where there is not) from the District Court, enabling the collection of assets, settlement of liabilities, and distribution to heirs.
Where a foreign grant exists, we advise on resealing so that Cyprus-situated assets can be realised efficiently, and we coordinate with banks, the Land Registry, insurers, and other institutions to complete the administration. Our work covers the full process: verifying heirs and assets, opening estate accounts, liaising with the Tax Department for clearances, and preparing final accounts for court approval—all performed with the discretion and steadiness families depend on at sensitive times.
02.
Tax-aware structuring, long-term stewardship
In practice, private client work is rarely siloed. We combine trusts, wills, and corporate vehicles so that structures remain efficient not only at inception but also upon transition and exit. Cyprus’s corporate and holding-company regime—15% corporate tax, tax-free dealing in securities, the ability to receive and distribute dividends in many cases without Cyprus tax, and the absence of inheritance or estate taxes—continues to make the jurisdiction attractive for family groups, investment platforms, and operating businesses when paired with thoughtful governance and robust documentation.
Our support extends beyond Cyprus where appropriate, aligning with trusted tax and fiduciary associates to ensure assets are administered consistently and confidentially across borders.
Throughout, our objective is simple: preserve intent, reduce friction, and deliver certainty and protecting families and their legacies for the long term.