Residence and administrationPrivate Client Greece SetupA controlled programme for a principal or family establishing life in Greece, with tax, residence, property and household workstreams under one coordinator.Programmes from €4,000Scope, process and boundaries
Greece, Sorted. Private Office
One accountable Greece desk for complex private matters.
For principals, families, executive assistants and family offices that need Greek residence, property and professional workstreams run with discretion and a written audit trail.
The operating standard
Discretion must be designed, not merely promised.
Private clients often arrive with capable advisers already in place. The missing part is a reliable Greece-side operating layer that can sequence local actions, challenge unclear ownership, document decisions and report without exposing the family to an uncontrolled network of intermediaries.
We begin with minimum information and a conflict screen. Sensitive records are requested only after the responsible professional, purpose, transfer route, access and retention period are known. Passwords, one-time codes, unrestricted banking access and informal client-money arrangements are outside the model.
Independent coordination.
Referral and commission relationships are disclosed before an introduction.
Professional ownership.
Lawyers, accountants, notaries and engineers remain responsible for their regulated work.
Controlled authority.
Requesters, approvals, spending limits and emergency exceptions are recorded in writing.
Private-client engagements
Choose the operating problem, not a prestige label.
Buyer-side coordinationPrivate Property Acquisition OfficeIndependent project coordination for a serious international buyer acquiring a Greek residence, estate or investment property.Engagements from €8,000Scope, process and boundaries
Residence operationsAbsentee Owner Private OfficeDocumented oversight for a Greek residence while its owner is abroad, covering inspections, access, maintenance and administration through approved providers.Retainers from €1,500 per monthScope, process and boundaries
Cross-border estate coordinationSuccession and Inheritance Command CentreCoordinate a Greek inheritance across heirs, lawyers, notaries, accountants, registries and foreign document authorities through one controlled case file.Engagements from €7,500Scope, process and boundaries
Structure and implementationFamily Office Landing in GreeceFeasibility and implementation coordination for a family assessing a Greek presence, including the special-purpose family property management company framework.Projects from €15,000Scope, process and boundaries
Ongoing private-office coordinationUHNW Greece DeskA retained Greece coordination desk for principals, executive assistants and family offices managing properties, professionals and recurring obligations.Retainers from €7,500 per monthScope, process and boundaries
How an engagement starts
Scope first. Access and documents later.
- Confidential briefing. Describe the outcome, locations, decision-makers and deadline without uploading private documents.
- Suitability and conflict screen. We identify professional boundaries, coverage gaps and conflicts before accepting fees.
- Paid discovery. A focused assessment produces the workstreams, professional team, information plan and cost range.
- Programme charter. You approve responsibilities, service levels, authority limits, fees and reporting.
- Controlled implementation. The desk maintains one decision, risk, deadline and cost record.
- Handover or retainer. The project closes cleanly or moves into an explicitly defined ongoing service.
Useful answers
Frequently asked questions
Is Greece, Sorted. a law firm, tax adviser or wealth manager?
No. Greece, Sorted. provides programme and administrative coordination. Legal, tax, immigration, investment, notarial, engineering and other regulated work is accepted under a separate engagement with the responsible qualified professional.
How do private-client engagements begin?
Submit a short confidential briefing without identity documents or financial account information. We complete a suitability and conflict screen, then propose a paid discovery phase. No substantive work starts until scope, professional ownership, fees and information handling are agreed.
Do you accept every location and urgent request?
No. Physical coverage and urgent response are accepted only where reliable local providers and backup arrangements exist. The engagement states locations, hours, response targets and exclusions rather than promising unlimited access.
Can you work with an existing family office or executive assistant?
Yes. The Greece desk can report into an existing team using an agreed requester list, authority matrix, reporting format and secure information route.
Private client briefing
Start with the outcome and the decision-makers.
Do not send identity documents, account statements, passwords or transaction records. The first step is a controlled scope discussion.