Family Office Services

Where family wealth is held across several structures, in more than one country, advised by several firms, the difficulty is rarely any single decision. It is coordination.

We act as the independent point of coordination between a family and its advisers.

Nexia Poyiadjis began as a family business in 1969 and grew as one. Our founder remains with the firm in an advisory capacity. The questions families bring to us - succession, the next generation, holding something together across decades - are not unfamiliar.

No two families arrive with the same arrangement, and there is no standard engagement. We begin by understanding what the family holds, what it is trying to achieve and over what horizon, then define our role around that, and around the advisers already in place.

What we do

• Managing the family's banks, investment managers, tax advisers and lawyers, so that the parts work to the same plan.
• Planning the transfer to the next generation
• Design and administration of family holding companies, assets, trusts and related entities, including trustee appointments within them.
• Consolidated reporting. A single view of what the family holds, across entities and jurisdictions.
• Residency and relocation for family members, whether living in Cyprus or abroad; we support you throughout the process.
• Supporting you on ongoing regulatory, reporting and beneficial ownership obligations across the family's entities.

Why Nexia Poyiadjis

A family office engagement is built around a family, not around a service list. What we do for one family, and what remains with their existing advisers, is different from the next, and it is agreed with you before anything begins.

Engagements are partner-led and handled with discretion. You will deal with the same small team throughout, and the number of people who know the detail of a family's arrangements is deliberately kept small.

Trustee services, corporate administration, tax and compliance sit within one firm, so the family's structures are held together rather than divided between providers.

For more information, get in touch with a member of our team today.

Connected Services: Trusts & Trustee Services, Corporate & Business Tax Compliance, Accounting & Bookkeeping, Banking Support