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As the world of wealth management evolves, you and your family office are called upon to face never-ending challenges. Managing a complex structure of entities, including diverse investment portfolios, assets, and trusts, is a common task associated with managing family assets, regardless of whether it has been acquired through successful business operations or passed down through generations.
This complex landscape requires specialised, multifaceted and comprehensive advice services.
We at RSM deeply understand the concerns that family offices encounter. We are here to help you every step of the way, whether handling multigenerational wealth, embracing technology breakthroughs for digital transitions, engaging in ESG activities, or handling the day-to-day complexities of realising your family's long-term objectives.
Experts on our team stand out for their professionalism and deep knowledge of the matter. We believe in the establishment of solid and lasting relationships with each family we work with so that our advice will be tailored and efficient.
Our team provides tailored solutions to high-net-worth individuals, utilising our extensive resources and expertise to meet their individual needs.
Family office solutions
Tailored creation and structuring of family offices, including jurisdictional considerations
Implementation of robust governance models
Educational programs for family members
Efficient operational management support
Technological Integration
Automating processes for enhanced data management, tax compliance, and financial reporting
Fortifying your operations against risks in cybersecurity and data privacy
Expert consultation on system selection and implementation
Tax services
Personal income tax planning and compliance
Corporate tax strategies
Advanced planning for gifts, trusts, and estates
Strategic guidance through mergers and acquisitions
Expertise in international taxation
Back-office support
Comprehensive finance and accounting services
Human resources management tailored to your organisational culture
Additional services
Transaction services, including thorough business valuations and financial investigations
Strategic succession planning
Specialised industry insights
Contact us
To learn more about our family office services, get in contact with us today
or make an appointment at one of our Cyprus office locations.
