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One person holding your entire Greek relationship — property, advisers, logistics and discretion — rather than a transaction handled by whoever picks up the phone.
The phrase "private office" is used loosely across the wealth industry, so it is worth being precise about what we mean by it. A traditional family office manages a client's full financial and administrative affairs on an ongoing basis. We are narrower than that — we do not manage your investments or your broader financial life — but within the specific domain of establishing and maintaining a presence in Greece, we operate on exactly that model: one adviser, complete continuity, and total discretion, rather than a series of disconnected transactions with whoever happens to answer the phone.
Most clients first engage us around a single need — usually a property search. What distinguishes a private office relationship is what happens afterward. We remain the point of contact for everything that follows: introducing the right tax adviser when your circumstances change, coordinating a second property search for a family member, managing a renovation project remotely on your behalf, or simply being the person you call when something in Greece needs handling and you do not know who else to ask.
This model particularly suits clients with complex or evolving circumstances — multiple family members with different needs, a property portfolio rather than a single purchase, or simply a preference for one trusted relationship over managing several disconnected professionals directly. It also suits clients for whom discretion is not a preference but a requirement, given the nature of their public profile or professional circumstances.
We do not publish client transactions, share details with third parties without explicit permission, or use client relationships in our own marketing. This is not a courtesy — it is a structural commitment that shapes how we operate. Many of our most significant client relationships are known to almost no one outside the small circle of advisers directly involved.
Every private office relationship begins the same way every other engagement with us does — through the Discovery Programme, a genuine conversation rather than a sales process. From there, the scope of the ongoing relationship is shaped entirely around what you actually need, not a fixed package.
Private office relationships are not priced on a fixed package, since the scope varies so much by client. Most relationships begin with a defined initial engagement — typically a property search or relocation project — priced in the standard way, with the ongoing private office relationship that follows priced separately and transparently, based on actual time and complexity rather than a generic retainer designed to extract value regardless of need.
We are candid with every client about when a full private office relationship is genuinely warranted versus when a single, well-handled transaction is all that is actually needed. Not every client needs this level of ongoing service, and we would rather say so directly than oversell a relationship that does not serve you.
One of the most underrated benefits of a long-term private office relationship is simply not having to re-explain your situation every time something comes up. Over time, we build a genuine understanding of your priorities, your family's circumstances, your tolerance for risk and your communication preferences — the kind of context that makes every subsequent interaction faster, calmer and more accurate than starting fresh with someone new.
Many private office clients are based across multiple countries and time zones, and we structure communication accordingly — scheduled calls at sensible hours, written summaries for anything decided verbally, and a genuine effort to fit into your existing rhythm rather than expecting you to fit into ours. This matters more than it might sound, particularly for clients juggling a Greek property alongside primary residences and business interests elsewhere.
No forms, no obligation. A confidential discussion about your plans, on your terms.
Start the Discovery ProgrammeIs this the same as a traditional family office?
No. We do not manage investments or broader financial affairs. Within the specific scope of your relationship with Greece — property, advisers, logistics and discretion — we operate on the same single-point-of-contact, fully discreet model.
Is there a minimum relationship size for this service?
There is no fixed threshold. What matters is whether an ongoing, coordinated relationship genuinely adds value over a single transaction — which is something we would discuss honestly in an initial conversation.
How is confidentiality actually maintained in practice?
We do not publish, reference or use any client relationship or transaction detail in our marketing, case studies or conversations with other clients, without explicit prior permission.