Residence and administration

Private Client Greece Setup

We build and run the implementation plan around your actual family, residence, asset and timing facts. Greek lawyers, accountants, notaries and other licensed professionals own their regulated decisions. Greece, Sorted. owns the dependencies, meetings, evidence register and written handover.

Suitable clients

Who is this engagement designed for?

Control principles

The engagement is built around explicit authority.

No tax-residence or immigration outcome is assumed before professional assessment

The client retains passwords, one-time codes, investment decisions and authority approvals

Each adviser receives only the information needed for the agreed workstream

Government, professional and third-party fees are disclosed separately

Workstreams and evidence

Every workstream has a responsible owner and usable output.

Residency and tax route

A lawyer and accountant compare the intended pattern of presence, nationality, family position, income and investments against current residence and tax rules. The output is a decision map, not a sales promise.

Outputs

Identity and public administration

We sequence AFM, myAADE access, tax-registry details, social-security eligibility, residence documentation and other required records without sharing personal credentials.

Outputs

Family and household landing

Practical work can cover insurance introductions, healthcare registration, utilities, vehicle administration, school-search logistics and property readiness according to location and scope.

Outputs

Engagement sequence

How the work moves from briefing to handover.

  1. Complete a confidential briefing limited to the facts needed for scoping.
  2. Hold a paid discovery session and identify conflicts, regulated decisions and urgent dates.
  3. Receive a programme charter naming every workstream, professional owner, fee and dependency.
  4. Approve advisers and sign their separate engagement letters where regulated work is required.
  5. Use one weekly status report covering completed actions, decisions, risks and client tasks.
  6. Close with a document index, compliance calendar and responsibility handover.

Included

Not included

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.

Useful answers

Frequently asked questions

Can Greece, Sorted. tell me whether the Greek non-dom regime is right for me?

No. We can organise your facts, meetings and implementation plan, but a qualified tax adviser must assess eligibility, treaty interactions, worldwide consequences and whether an application is appropriate.

Can the complete move be handled before I arrive?

Many preparation and representative steps can begin remotely, but identity checks, biometrics, signatures, property inspections or provider appointments may require personal action. The programme marks these points before dates are booked.

Do you replace my existing family office or executive assistant?

No. We can operate as the Greece workstream and report into the people you already trust, using an agreed reporting format and authority matrix.

Related work

Choose the operating layer that matches the facts.

Family Office Landing in Greece

Feasibility and implementation coordination for a family assessing a Greek presence, including the special-purpose family property management company framework.

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 private client greece setup.

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