Family Office Services in Malta

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Family offices are companies that handle investment management and wealth management for wealthy families. Family offices in general are deemed as very important for such families as they provide services for the optimal management of their wealth and assets. They provide a range of services including financial planning, investment management, tax planning, estate planning and philanthropy.

Family Office Services in Malta: Private Wealth Management

Family offices typically work closely with the family members so as to understand their financial goals and objectives and develop a customised investment strategy to meet those goals. They also assist with the management of the family’s business by offering guidance on good corporate governance and succession planning advice.

Additionally, some family offices also assist lifestyle services such as concierge services, travel arrangements, and education planning for the younger family members.

The importance of Family Offices for high-net-worth individuals

Family offices offer a wide range of services that are tailored to the special requirements of wealthy people and their families. Family offices play a crucial role in maximising the financial well-being and legacy of high-net-worth individuals by centralising financial administration, providing tailored solutions, protecting money over generations, guaranteeing privacy, and facilitating access to unique possibilities.

Malta's regulatory framework for Family Offices

There is no framework that is specific to family offices, however, Malta has a vast range of laws that tap into the various services that family offices offer, including wealth management in Malta. For example, the Company Services Providers Act in Malta makes provision with respect to company service providers and provides for matters ancillary or incidental thereto, hence any family office that will offer corporate services to its high-net-worth clients, needs a corporate services providers licence.

Services Offered by Family Offices in Malta

Some of the services offered in this respect include:

The future of Family Offices in Malta

Through a focus on Family Offices, a solution used widely around the world, Malta has the chance to carve out a space for itself by promoting Malta as attractive for the formation of Family Offices. The goal is to draw qualified individuals to Malta to handle the primary duties traditionally assigned to family offices. Furthermore, Maltese enterprises, many of which are in their third generation and are just beginning to deal with strategic concerns like succession, asset preservation, and investments, would greatly benefit from a strong framework for family offices. With a focus on the families of High Net Worth and Ultra High Net Worth Individuals, the proposal is for Malta to present itself as a reliable European/Mediterranean domicile for the creation of Family Offices.

Key Contacts

Roger A. Strickland Jr.

Director

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Sacha J. Farrugia

Senior Manager - Business Development

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Testimonial

'I want to applaud CSB Group, and specifically Malcolm Ferrante and Michela Pace for their endless patience, relentless dedication, speedy efficiency, and personal attention when it comes to establishing my Tax Residency in Malta in record time. The whole process was managed as promised, above and beyond my expectations. Undoubtedly highly recommended!'

Tax Residency Client

‘I approached CSB Group in late 2022 to open a discretionary family trust. CSB have the right set up and an experienced and friendly team who helped me act on the pressing investment decisions of the trust and with opening a bank account quite smoothly. While I took the decision to establish the trust with caution, now that it is up and running, I am pleased with the result.'

UK Expat Residing in Malta

Relocating to another country is a challenging endeavor however, the support of the team at CSB Group, made a significant difference. Their guidance throughout the process instilled a sense of security and confidence, ensuring a successful outcome. Special thanks go to Michela, who displayed professionalism, and promptness, and who treated my case as if it were her own. I will always be grateful!

Family Reunification Client

We chose Malta as our new permanent home and CSB Group to help us through the residency process. They went way beyond our expectations treating our application as if it were their own. Their service was nothing short of stellar from understanding our needs preparation of the required documentation, and follow-up phase during a period with the sharpest movement restrictions. Malta deserves a place on every investor’s radar, mostly because of the surprising efficiency permeating the place, efficiency which starts with CSB.

Christian G.

"I really enjoyed working with Roger and his team. CSB Group has been very professional and a very efficient corporate services partner. I look forward to more business together and will not hesitate to recommend their top-notch services."

Elias Berthold

Director

INCOMMUNIO Ltd

AT YOUR SERVICE

Need our assistance with family office services?

CSB Group has more than 35 years of experience and the expertise needed to help you with all your family office service needs.

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T: +356 2557 2557

F: +356 2557 2558

E: [email protected]

Get in Touch with NAME

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