Services

Multi-Family Office

Comprehensive wealth management grounded in a deeper understanding of each family's specific requirements.

Our entire range of services are grounded in a deeper understanding of the client family's specific requirements, a knowledge built on quality relationships often lasting many years. Zeta assists with family governance systems, helping families define values, structures and processes aimed towards achieving a shared objective in both a transparent and efficient manner.

Contact: David Zammit — Managing Director

Multi-Family Office Solutions

Cost Efficiency, Transparency and Security

  • Fee models and achievement-oriented remuneration arrangements
  • Negotiation of optimal conditions with banks and third parties
  • Asset deposits with first-class banks
  • Efficient administration platform

Relief From Administration Duties

  • Coordination and prioritization with trusted specialists
  • Fiduciary and trust services as "one-stop shop" solutions

Comprehensive Services

Wealth Planning

  • Estate planning
  • Tax planning
  • Legal advice

Financial Management

  • Consolidation
  • Budget and cash flow management
  • Trusteeship

Relocation Services

Initial Consultation

General information on cost of living, accommodation, health insurance, medical care, banking, transportation. Accommodation overview, school listings and education system information for families, leisure facilities, and property management details.

Relocation & Transition Services

Full support through the relocation and transition process, including settling-in assistance.

Property Management

Assistance finding properties and expert recommendations. Information on laws and taxes for foreign property ownership and rentals.

Publications

Family Office Structuring
FAQ

Frequently Asked Questions

A multi-family office is a service model where a single professional firm provides comprehensive wealth management, estate planning and administrative services to multiple affluent families.
Services include estate and succession planning, relocation advisory, tax structuring, legal coordination, trust and foundation setup, and ongoing wealth administration.
Yes. Malta offers a favourable tax regime, EU membership, Schengen access, a high quality of life and several residency and citizenship programmes attractive to HNW individuals.
Yes. Zeta assists with all aspects of relocating to Malta including residency applications, property guidance, tax advice and local authority registrations.

Your Family's Trusted Partner

Contact us to discuss comprehensive family office and wealth management solutions.

Get in Touch +356 2011 9700