Family Office Advisory

Let us help you build a legacy that stands the test of time.

At Andersen in Malta, we specialize in Family Office Advisory services, assisting high-net-worth families in managing their wealth, governance, and succession planning. Our goal is to preserve your legacy, align family values, and ensure the smooth transition of assets across generations.
Trusted global advice on family office planning, design, implementation, tax planning, structuring, accounting, wealth structuring and asset protection, personal immigration and 2nd citizenships, all round family services.

Our Expertise

We offer a comprehensive range of family office services tailored to the unique needs of each family. Our multidisciplinary team includes experienced legal advisors, tax professionals, and wealth managers. Together, they provide holistic solutions addressing both the financial and personal aspects of wealth management.

Our Approach

Our approach is holistic, as we take the time to understand your family's unique goals, values, and challenges, ensuring that our advice is always personalized to your needs. With multidisciplinary expertise, we bring together professionals from legal, tax, financial, and governance fields, providing you with a comprehensive, one-stop solution. Additionally, our global reach allows us to offer seamless support across key markets and jurisdictions, no matter where your assets or family members are located.

Our Services

  • Family Governance: We help create governance structures that maintain harmony in family businesses through family charters, decision-making frameworks, and councils.
  • Wealth Preservation and Growth: Offering tailored guidance in asset management, investment strategies, and tax-efficient structures, we help protect and grow wealth through solutions like trusts, foundations, and co-investment platforms.
  • Succession and Estate Planning: Our team crafts comprehensive succession plans, including tax planning and estate management, to ensure continuity and minimize disputes.
  • Philanthropy: We offer guidance on philanthropic planning to maximize impact and align with family values.
  • Operational Support: From financial planning to document management, we ensure the day-to-day running of your family office is smooth and efficient.

Our Family Office Team

Our global team of professionals are equipped to handle complex challenges, from cross-border taxation to regulatory compliance, ensuring solutions are tailored to your family's specific circumstances and jurisdictions.

Our Advisors

Dr. Jean-Philippe Chetcuti

Jean-Philippe Chetcuti

Director
Dr. Priscilla Mifsud Parker

Priscilla Mifsud Parker

Director

Related Insights

No items found.

Our Service Lines

Private

We specialise in providing bespoke Private Client advisory services that cater to the unique needs of high-net-worth individuals, families, private clients and their family offices..

Business

Whether you're a startup or a multinational corporation, our team of professionals are here to help you achieve your business goals with confidence and efficiency.

Tax

We provide comprehensive tax advisory services tailored to meet the unique needs of individuals, businesses, and multinational corporations

Legal

Established in 2002, Chetcuti Cauchi Advocates is a leading law firm in Malta providing comprehensive legal, tax and immigration services to international businesses and private clients globally.

Our Family Office Advisory Team

Reach out to Andersen in Malta today to learn how our Family Office Advisory services can help preserve your wealth and values for generations to come.

Contact Us
Family Office Advisory