Personal and business services consultants. We offer customized services for families and international companies including permanent residency by investment programmes and corporate relocation services.
FAMILY OFFICE CONSULTING SERVICES
In cooperation with professional investment advisers and legal advisers, our team can offer the following advisory services to cover various aspects of managing family and corporate wealth:
> Preparation and/or review of investment policy statement
> Governance and succession planning
> Tax planning and asset protection
> Fiduciary services and compliance reporting
> Physical safekeeping of documents and movable assets
> Immigration and work permits
PROPERTY CONSULTING & MANAGEMENT
After the banking crisis in 2013, the real estate market in Cyprus is more complex and there is a need for independent professional advice to find good acquisition opportunities and to avoid potential problems in permits and title deeds.
In cooperation with licenced real agent agents, we study clients’ needs and objectives and offer solutions which take advantage of opportunities in the market and which have good prospects for value appreciation and/or rental income.
We use our contacts with local banks, estate agents and property developers to propose various options to our clients, to acquire, develop, lease or dispose all types of property – land, apartments, houses, offices, shops, warehouses, shopping centres and hotels.
Before completing any transaction, we do due diligence to evaluate prospective investments and we confirm the town planning permits so the client’s investment is secure and safe. We can also represent the client during the conveyance process at the Land Registry and the local authorities.
In cooperation with associates in all towns, we also offer property management services such as collecting rents, paying taxes and utility bills, renovations, garden and pool maintenance, house cleaning, and any other service required.
Source: KPMG Cyprus report on the Cyprus Property Market, published December 2018
CORPORATE RELOCATION SOLUTIONS
In collaboration with licenced fiduciary services partners, we assist our clients to create and maintain a physical presence in Cyprus. Some of the services we offer are:
> dedicated phone, fax, email, website and social media.
> dedicated staff with social insurance payments.
> physical workspace and independent IT environment.
> mail receiving, storage and forwarding services.
> provision of qualified company secretary and company directors.
We work with a high level of integrity and ethics. From the start to finish, our team will strive to be efficient and effective. Our managing consultant has held C-level positions in trading and property companies, waste recycling and alternative investment funds. We have many years experience in the trading, M&A, real estate, and investment advisory.
Co-Writer of L2i
We are advisers for an e-book called 'L2i -Learn2Invest' which will be published soon. The objective of the book is to teach in casual and non-jargon way about saving and investing in stocks, commodities, ETFs and mutual funds.