As a separate area of private client legal support the Private Wealth practice has existed for over 7 years. Clients of the practice are wealthy people, including business owners, top managers, as well as their family members and heirs.
Private Wealth practice includes several areas of legal support.
Conflicts dispute.
Transactions related to personal assets.
Personal taxation.
Personal compliance.
Defence of personal assets and succession matters.
Succession planning enables a client to determine in advance the means and process whereby his property is inherited and has the aim of guaranteeing the precise distribution of assets in accordance with a developed plan, the timely resolution of complex matters relating to the protection and control of a client’s assets until they are received by his inheritors, the drawing-up of effective mechanisms for the protection and maintenance of his business in the future, levelling the risks of its loss (seizure), etc.
Services of Private Wealth Practice relating to succession planning include:
Due diligence and analysis of a client’s assets structure.
Advising on possible succession mechanisms for conveyance of property to inheritors, protection and management of inheritance.
Advising potential testators on structuring of business and other assets for the purposes of inheritance.
Structuring of assets and possessions, elimination of problems, preparing property for inheritance.
Resolving of organizational and legal problems relating to a client’s property abroad.
Preparing and drawing up of notarial acts ensuring succession planning including wills, martial agreements, transactions aimed at intention disposal of assets.
Advising inheritors on matters relating to commencement of inheritance, management of property and protection of their inheritance as well as litigation support of inheritance cases.
Immigration matter.
Personal philanthropic projects.
International desk.
The specialists of Private Wealth practice speak English, Greek, Spanish, German, Russian and French. Maxima Legal team cooperates with investment companies, banks, notaries, lawyers, legal and other consulting companies around the world. Established contacts with successful legal consultants and notaries in other jurisdictions allow us to attract suitable foreign advisers for each specific case.
Maxima Legal is widely recognized in the practice of Private Wealth