Estate Management

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Chetcuti Cauchi’s dedicated Estate Management team offers excellent tax-planning, corporate and fiduciary services. We specialise in implementing and administering corporate, trust, and fiduciary structures and provide additional advice on private residence and relocation solutions in Malta.

Estate Management Services in Malta

Fiduciary Services in Malta may only be offered by companies who are specifically authorized by the Malta Financial Services Authority to provide fiduciary and trustee services. A person may want to hold shares in companies through an authorized Malta fiduciary for a number of reasons, the most common reason being confidentiality vis-à-vis competitors and family members. Ownership of the shares still rests with the ultimate beneficial owners and therefore full control over the Malta structure is retained by the owners.

Malta has established itself as one of the most stable jurisdictions in which to establish trusts, whether inter vivos or testamentary as well foundations and associations. At Chetcuti Cauchi we have years of experience of working in the field of asset protection and estate planning. Our Estate Management team includes lawyers, accountants and tax advisors who bring together the strategic combination of skills and experience necessary for the running of a high-caliber trust and fiduciary operation whilst maintaining the highest levels of personalized services our clients  expect.

Licensed Trustee

Claris Trustees and Fiduciaries Ltd is Chetcuti Cauchi’s wholly-owned, licensed trustee and foundation administrator and today stands as one of Malta’s foremost fiduciary companies in the local and international scenario.

Trusts and foundations set up in Malta may benefit from favourable tax treatment. Our Estate Management professionals give personal attention to clients’ requests, coupled with tax advice and prompt service that is only available at a boutique set up like ours.

The integration of personal and business issues is on the priority list of our trustees and advisors when they are working hand in hand with clients to find the best possible solution for the clients’ estate planning needs.

Trusts

Malta trusts involve an obligation on the trustees to act in the best interests of the beneficiaries. At Chetcuti Cauchi, our team of Maltese fiduciary and trust specialists emphasises the importance of confidentiality, integrity and quality, and enjoys a proven track record of success in the field.

Malta trusts may own any type of asset, including real estate, cash at bank and yachts. However, the most important function is that of holding shares in companies, whether registered in Malta or outside of Malta. Apart from being experts in the field, specializing in tax, estate planning, trust and probate matters, our professionals as trustees take meticulous care to familiarise themselves and become knowledgeable of the client’s family affairs, their business and their tax and background in order to give the best advice possible in every case on the implications of settling of shares in Malta companies in Malta trusts, or holding them through fiduciary shareholding, having long-standing experience in providing tax and estate planning advice. 

Setting up of a Malta Asset Preservation Vehicle

Our firm sets up and manages the establishment and administration of Malta trusts, Malta foundations, Malta associations and other asset holding, asset management and asset preservation vehicles. Through our various specialised practice groups, we are able to provide holistic advisory and support services in connection with a variety of disciplines, including international law, international tax and finance and advice on any contentious issue which arises out of the investment in and administration of such entity.

Estate Management services in Cyprus

Our Estate Management team, composed of lawyers, accountants and tax advisors offer a strategic mix of skills and expertise which helps us to provide our clients with the best advice possible to cater for their specific needs regarding the founding and administration of Cyprus trusts, foundations, associations and other Cypriot asset holding, asset management and asset preservation vehicles. We can assist in the choice of an appropriate jurisdiction and in all aspects of the administration of assets. Our Estate Management team advises both beneficiaries and trustees on all contentious issues which arise out of the investment and administration of trust or fiduciary funds and provide holistic advisory and support services in connection with a variety of disciplines, including international law, tax and finance. 



Contact Us
Key Contacts

Dr Priscilla Mifsud Parker

Partner

+356 22056422

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