Family Offices

Understanding the Legal Needs of Family Offices

Family offices supporting international families must navigate complex legal, tax, and relocation frameworks. Their legal needs extend beyond asset management — they require robust citizenship, residence, tax, and property solutions that align with family governance and long-term continuity. Our role is to deliver the legal and regulatory structure that supports the operational and strategic goals of these families.

Why Malta and Europe for Family Office Structuring

Malta and other European jurisdictions offer a stable and transparent environment for family offices managing international operations. As part of the EU single market, Malta provides access to secure residence rights, trusted legal systems, and efficient tax and property frameworks. CCLEX assists family offices seeking compliant establishment, relocation, or operational presence in Malta or other European jurisdictions, offering clarity and continuity under EU and local law.

Our Citizenship and Residence Advisory for Family Offices

Our citizenship and residence lawyers assist family offices in managing global mobility for principals, beneficiaries, and key personnel.
We advise on:

• Citizenship and residence planning aligned with family governance objectives
• Pre-immigration and exit considerations
• Coordinating residence status and compliance for multiple family members
• Meeting residence requirements and reporting obligations across jurisdictions

Our International Tax Advisory and Compliance Services

The Private Client Tax Practice advises family offices on cross-border tax and reporting matters with a focus on legal compliance and coordination.
Our services include:

• International tax planning from a legal and treaty perspective
• Coordinating tax positions of family members across jurisdictions
• Double tax treaty and exit tax implications
• Pre-immigration and succession-related tax advice
  Our work complements, rather than replaces, the role of external accountants and financial advisers.

Our Property Advisory and Conveyancing Support

Our property lawyers assist family offices with property acquisition, holding, and compliance in Malta and across Europe.
Support includes:

• Legal due diligence and conveyancing for family-use and investment properties
• Structuring and managing family property holdings
• Compliance with local ownership, residence, and registration requirements
• Coordination with other advisors to align property structuring with residence or citizenship goals

Collaborating with Trusted Advisors

We collaborate with the family office’s existing ecosystem — investment advisers, trustees, accountants, and private bankers — to ensure legal and tax alignment across jurisdictions. Our role is complementary: we deliver the legal and regulatory framework that enables those advisers to operate efficiently and in full compliance.

Our Experience Supporting Family Offices

We have advised multi-family and single-family offices across Europe, the Middle East, and Asia.
Examples include:

• Relocating a multi-family office to Malta and structuring its compliance framework
• Advising an Asian family office on European residence and tax coordination
• Assisting a family in acquiring and consolidating properties across several EU jurisdictions
  Each engagement is handled with confidentiality, precision, and discretion.

How Our Family Office Lawyers Can Help You

Our integrated citizenship, residence, tax, and property practices provide family offices with a cohesive legal and compliance framework for global operations. We act as a trusted legal partner, ensuring clarity, continuity, and confidentiality across jurisdictions.

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