Our Expertise

Private Wealth Services

ATG Private Wealth serves high net worth individuals and ultra-high net worth individuals across the globe who are looking to grow their portfolio of assets and protect their private wealth for future generations.

We offer our clients a single point of contact for their private wealth structuring needs. We act as a central liaison between our HNWI clients and the service providers required to implement their private wealth strategies. We establish tailored private wealth structures to meet each the specific objectives and circumstances of our family clients. We consistently add value to the affluent families we serve by ensuring the family’s wealth and interests are safeguarded today and in the future. We offer our services for structures and solutions in Cyprus and most of the international jurisdictions.

At a Glance

  • Family Decision-Maker Support
  • Advisory And Set-Up
  • Trustee Administration
  • Investment Migration Services
  • Financial Reporting
  • Tax and Legal Compliance

Global Offerings

Services to
  • High Net Worth Individuals
  • Family Offices
  • Wealth Managers
  • Private Equity Investors
  • Private Bankers
  • Immigration Lawyers
Structures we Manage
  • Trusts, Companies and Foundations
  • Family Office Services
  • Family Investment Companies
  • Investment Migration
  • Philanthropy and Lifestyle Assets
Jurisdictions we Serve
  • Cyprus
  • Greece
  • Portugal
  • Switzerland
  • UK

Cyprus Offerings

Cyprus lends itself as a unique private wealth hub ideal for setting up MFOs, setting up asset protection structures and securing a second residency.

The Cyprus Family Office Solution
offers HNWIs and their families with the best of both worlds. Cyprus can act as the central hub for their back office with full access and visibility to the best investment management and concierge services.

The Cyprus Permanent Residency Permit (PRP)
offers one of the most affordable residency by investment solutions in Europe. HNWIs and their families are drawn to the high quality of life, world class healthcare and proximity to Europe and MENA.

The Cyprus International Trust
is an invaluable tool for asset protection and estate-planning for clients keen to future-proof their wealth as there are no forced inheritance or heirship laws.

UK Offerings

The UK has been the wealth hub of the world for centuries drawing in investors, entrepreneurs, and affluent families. It provides several investor and entrepreneurial entry routes through its unique immigration programmes.

The UK Startup Visa
is an entrepreneurial visa route in the UK that allows individuals with scalable, innovative, and viable businesses from outside the European Economic Area (EEA) and Switzerland to establish their business in the UK.

The Tier 1 Innovator Visa
is targeted for experienced entrepreneurs who wish to operate their businesses from the UK. It allows business owners to access global markets from London and offers non-domiciled residents an attractive tax regime.

The UK Tier 1 Investor Visa
is an investment migration solution that lures high net worth individuals from across the world interested in obtaining residency in the UK. Applicants must invest at least GBP 2 million of their own funds in the UK.

Services Include

Family Decision-Maker support

We understand the needs of international families and the key family member that must drive the vision and decision making.

We support this key Decision-Maker to evaluate options for the family office set up, appointment of the right advisors and act as a sounding board to their decisions on investment strategies, wealth protection strategies and migration investments solutions.

Advisory and Set-up

Our team coordinates a comprehensive wealth structuring advisory service based on the needs of the client. We ensure that the family’s wealth is duly protected taking into consideration the jurisdictions where the assets are held, the residency of the family members and their future plans.

We create flexible solutions that mitigate tax, reduce the family’s exposure to political and economic volatility and adapt as the family’s needs and circumstances evolve.

Trustee Administration

Our trustee services include the ongoing oversight of discretionary and non-discretionary trusts. We ensure that the settlor’s wishes, as outlined in the trust deed are fully implemented and safeguarded.

We liaise with all parties including the protector, settlor and beneficiaries and ensure that the trust fund is adequately managed during the term of the trust as well as ensuring the execution of the trust beyond the passing of the initial settlor.

Investment Migration services

Our team assist HNWIs with securing a second residency in Europe. We present them with options on investment. We serve affluent families and entrepreneurs who are seeking global mobility and the freedom to travel, reside and do business on the global stage.

We have a thorough understanding of all the requirements involved in securing a second residency in Europe and guide each of our clients through these steps with ease.

Financial Reporting

Our team comprises of experienced and qualified accountants who ensure that all accounts and financial reports of the trusts and legal entities that we manage are duly prepared.

Our reporting services include management accounts, end of the year Financial Statements, VAT and related reporting, Trust accounting and Estate accounting to the Trustees, Managers and Protectors of the structures that we manage.

Legal And Regulatory

We ensure that our clients’ investment companies, funds and trusts are fully compliant with all legal and tax requirements in their respective jurisdictions.

We undertake a full spectrum of tax advisory services, ongoing support on investments and provide tailored advice to UHNWs and HNWIs on their particular personal tax circumstances.

Get in Touch

Please use this short form to help us respond to your enquiry as efficiently as possible.

Alternatively you may call us on: +357 22057570

or email us at: info@atgfunds.com

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