Home / Family Office Services in Greece
We work alongside family offices and their advisers, not around them — providing the local Greek depth that even the best-resourced family office rarely holds in-house.
Family offices are, by design, extremely capable across a broad range of financial, legal and administrative functions — but very few maintain deep, current, on-the-ground expertise in the Greek property and relocation market specifically, simply because it does not come up often enough to justify in-house resource. This is precisely where we fit: not replacing a family office's existing structure of advisers, but providing the local Greek depth that complements it.
In our experience, the most productive relationships are ones where we work directly alongside a family office's existing team — its principal, its legal counsel, its tax advisers — rather than being positioned as a separate, disconnected workstream. We are comfortable reporting into an existing structure, attending calls with a family office's other advisers, and adapting our communication and reporting style to however that office already operates.
Family offices operate under a discretion standard that we treat as a baseline, not an exception. No client relationship, transaction or detail is ever referenced externally, in marketing or otherwise, without explicit written permission — a standard we apply universally, but which matters particularly in this context.
Most family office relationships begin with a direct conversation between us and the relevant principal or family office contact, often initiated through an existing adviser relationship — a lawyer, wealth manager or private bank — who already knows our work. We are equally happy to begin a relationship through a direct introduction from the family itself.
Family offices typically operate to specific reporting standards and communication protocols, and we adapt to whatever structure a given office already uses rather than imposing our own. Whether that means regular written updates, scheduled calls with the wider advisory team, or integration into an existing project management system, we treat this as the family office's relationship to define, with us fitting into it.
Many family office clients hold assets and structures across multiple jurisdictions, and a Greek property or relocation rarely sits in isolation from the rest of that picture. We work closely with a family office's existing international tax and legal advisers to ensure Greek-specific decisions are made with full visibility of the broader structure, rather than in a vacuum that creates unintended consequences elsewhere.
Family offices operate to a high standard of due diligence on every adviser they engage, and we welcome that scrutiny. We are happy to provide references from existing client relationships where appropriate permissions allow, and to be transparent about our own structure, track record and the specific local relationships that underpin our work in Greece.
No forms, no obligation. A confidential discussion about your plans, on your terms.
Start the Discovery ProgrammeDo you only work with family offices, or also individual principals directly?
Both. Many of our family office relationships begin with the principal directly, with the family office's wider team becoming involved as the relationship develops.
Can you work alongside our existing legal and tax advisers rather than replacing them?
Yes — this is in fact our preferred way of working with family offices. We are not seeking to replace any part of an existing advisory structure, only to add the Greek-specific depth that structure may not already hold.
Is there a minimum transaction size for family office engagements?
There is no fixed minimum. What matters is whether the complexity and discretion requirements of the relationship genuinely call for this level of coordinated support, which is something we would discuss candidly in an initial conversation.