The preservation of wealth and the transfer of wealth from one generation to the next is often a common concern among an increasing number of our clients. Wealth management is more than simply devising a system of safeguarding capital. At Camilleri Preziosi, we ensure that solid solutions are in place, being in the drafting and implementation of trusts and wills or the setting up of limited liability companies and other personal wealth planning techniques.

Besides assisting on the most efficient method to apply for the devolution of property from one family generation to another, we also strive to ensure that such transition of capital or wealth results in increased financial and operational return for our clients.

Our team also offers advice to other wealth management and company service providers in connection with the planning and structuring of their clients’ private wealth and assets and the regulatory aspects of their activities.

Our expertise in this area includes:

  • Devising best structure to adopt for estate planning purposes
  • advising clients on the effects of any inheritance of assets
  • formation and setting up of trusts and foundations
  • general legal, fiscal and other implications of such structures