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Succession Planning

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Advising families over several generations is a complex task of great responsibility. We are creating a roadmap for the development, protection, and the passing on of the corporate and personal wealth through generations.

Our offering entails establishment of the right structure, governance, and organizational design for the family investment portfolio, continuous education of the next generation on issues such as investment management and financial literacy, and agreement on the investment process in line with family values and goals.

Services

Corporate Consulting
Project Management
Market Research
Business Restructuring
Banking
Investing
Wealth and Tax Planning
Financing
Risk Management
Impact Investing and Philanthropy
Family Office Consultancy
Succession Planning

Services list

Services

Corporate Consulting
Project Management
Market Research
Business Restructuring
Banking
Investing
Wealth and Tax Planning
Financing
Risk Management
Impact Investing and Philanthropy
Family Office Consultancy
Succession Planning
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Merlin 11, 10671 Kolonaki, Athens, Greece

Leof. Nikis 3 , 54624 Thessaloniki, Greece

Tel. Athens: +302103610111

Tel. Thessaloniki: +302310552777

Email: [email protected]

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