When a private banking client asks about Greece, Pelagos is the independent buyer's adviser you can refer them to with confidence.
The enquiries that reach private banking desks about Greece have shifted in the past three years. They were once largely about the Golden Visa. They are now about a broader combination: lifestyle relocation alongside residency planning, tax structuring under Greece's non-domicile and foreign-income regimes, and the acquisition of a primary or secondary residence of genuine quality.
The client profile is almost always international, almost always UHNW, and almost always lacks a trusted on-the-ground contact in Greece. That is precisely the gap Pelagos was built to fill.
Pelagos operates exclusively on the buy side. We take no instruction from sellers, developers or local agents, and we earn nothing from the other side of any transaction. When a private bank refers a client to Pelagos, the client can be confident that every recommendation we make is made in their interest alone.
The referral process is straightforward. We are introduced to the client directly or through the private banker, we conduct an initial conversation to understand the brief, and we propose a mandate structure. The referring bank is kept informed to whatever degree the client consents. We can work within existing client communication protocols and confidentiality frameworks.
Where the bank's regulatory position permits and the client is informed, a referral arrangement can be agreed. Many private banks prefer no fee arrangement to preserve independence. Both work well in practice.
We are glad to be a resource for private banking teams who are fielding early-stage enquiries about Greece. If a client has asked about the Athens Riviera, Corfu or the Golden Visa and your team needs a reliable briefing, we can provide that without commitment on either side. We can also produce a tailored market overview for a specific client brief on request.
The best starting point is a brief call. Marcus Gondolo-Gordon speaks directly with referring professionals and can turn around a client-ready market overview quickly. Contact us at hello@pelagosprivateoffice.com or via the enquiry form below.