Structure and implementation

Family Office Landing in Greece

We coordinate the legal, tax, corporate, staffing and operating questions required to decide whether a Greek family-office structure is appropriate. We do not provide wealth management, investment advice or claim that the statutory structure suits every family.

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Suitable clients

Who is this engagement designed for?

Established single-family offices assessing a permanent Greece workstream
International families considering Greek tax residence and local operating substance
Principals with Greek property, staff, philanthropy or recurring administration
Advisers who need a Greece-side implementation coordinator

Control principles

The engagement is built around explicit authority.

Feasibility precedes incorporation, hiring or lease commitments

Current statutory thresholds and tax treatment are confirmed by Greek counsel

Investment management remains with appropriately authorised firms

The operating design includes governance, privacy, employment and continuity controls

Workstreams and evidence

Every workstream has a responsible owner and usable output.

Feasibility and structure

Counsel tests the family, residence, ownership, services, staffing and expenditure facts against the ordinary-company and special-purpose family-office alternatives.

Outputs

Legal and tax issue list with adviser conclusions
Structure, substance and operating-cost comparison
Go, no-go or further-diligence decision paper

Establishment programme

If approved, we coordinate entity, registry, tax, banking, premises, employment, data-protection and supplier work while each professional completes their regulated task.

Outputs

Critical-path establishment plan
Authority, signatory and professional-responsibility matrix
Policy and provider implementation register

Operating handover

The first operating cycle tests reporting, invoice approval, document access, staff escalation, property administration and adviser governance.

Outputs

Annual governance and compliance calendar
Service-provider and conflict register
Business-continuity and principal-escalation protocol

Engagement sequence

How the work moves from briefing to handover.

Confirm the family’s objectives and existing adviser structure.
Commission Greek legal and tax feasibility opinions.
Compare statutory family-office and conventional operating models.
Approve a costed structure and implementation authority matrix.
Coordinate establishment without moving client assets through Greece, Sorted.
Run and document the first governance cycle before handover.

Included

Cross-professional feasibility and implementation coordination
Decision, dependency, cost and risk registers
Provider selection and conflict disclosure
Governance-calendar and operating-manual production
Reporting into the existing principal or family-office team

Not included

Investment management, custody, brokerage or portfolio advice
Legal, tax, corporate or employment advice from us
Guarantees of statutory eligibility or tax treatment
Nominee roles, directorships, trusteeship or control of family assets

Professional ownership

The right person remains responsible for each regulated decision.

Greece, Sorted. owns coordination, dependency tracking, reporting and handover. It does not absorb the duties of the appointed regulated professional or specialist provider.

Greek private-client and corporate counsel
Greek tax adviser and accountant
Employment, data-protection and regulatory advisers as required
Authorised investment, banking and insurance providers chosen by the family

Useful answers

Frequently asked questions

Is Greece, Sorted. itself a regulated family office?

No. We provide implementation and administrative coordination. Any statutory family-office entity, investment service or regulated professional engagement is established and operated by the appropriately authorised parties.

Does a Greek family office automatically reduce tax?

No. The family’s residence, asset, company and cross-border position requires individual advice. No structure should be created solely from a marketing summary.

Can you work with our advisers outside Greece?

Yes. The service is designed to maintain one Greece-side record and report decisions, documents and deadlines into an existing international adviser group.

Related work

Choose the operating layer that matches the facts.

Greek company incorporation coordination

Coordinate accountant and lawyer setup of a Greek company through e-YMS or the appropriate notarial route.

GEMI and beneficial-owner compliance

Coordinate company registry certificates, changes and beneficial-owner record updates.

Greek tax-residence transfer file

Coordinate the accountant-led file to register or update non-Greek tax residence with AADE.

Foreign company Greek AFM and VAT setup

Assess and coordinate Greek tax registration for a foreign legal entity with Greek transactions or obligations.

Moving to Greece administration checklist

Prepare civil-status, residence and arrival records in the right order.

Greek VAT and VIES for foreign businesses

Detailed registration, reporting and cross-border transaction guide.

E1, E2 and E3 for non-residents

Detailed annual-return workflow, source records and common mismatches.

Private Client Greece Setup

A controlled programme for a principal or family establishing life in Greece, with tax, residence, property and household workstreams under one coordinator.

UHNW Greece Desk

A retained Greece coordination desk for principals, executive assistants and family offices managing properties, professionals and recurring obligations.

Primary sources

Official starting points for this engagement.

Reviewed 25 September 2026. Rules, thresholds and authority procedures can change. The appointed professional checks the current position before advice, commitment or submission.

Confidential discovery

Scope family office landing in greece.

Begin with the outcome, locations, decision-makers and deadline. Do not send identity records, account statements, credentials or transaction documents at this stage.

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