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Services

Family Wealth & Succession 

Protecting What Matters. Planning for What Comes Next.

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Family wealth is built over time and often extends across real estate, family businesses, investments and assets held in different countries. Preserving that wealth and ensuring its smooth transition to future generations requires thoughtful planning, clear structures and a thorough understanding of the legal framework involved.

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We advise individuals, entrepreneurs, business owners and families on the legal aspects of inheritance, succession, asset ownership and intergenerational wealth planning, with particular expertise in matters connected to Greece.

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Our services include:

  • Inheritance and succession matters

  • Estate and succession planning

  • Intergenerational transfer of assets and business interests

  • Family business succession and ownership matters

  • Family property and co-ownership matters

  • Ownership structures and management of family assets

  • Succession planning involving assets or family members in Greece and abroad

  • Legal support for the transfer, protection and restructuring of family wealth

  • Coordination with foreign legal, tax and financial advisers

 

We take a personalized and long-term approach, taking into consideration not only the assets involved, but also family relationships, business interests and the practical objectives of each generation.Our role is to help clients understand their options, anticipate potential legal and practical challenges, and make informed decisions about the future of their wealth, assets and business interests.

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Whether planning for the next generation, preparing for the succession of a family business, or addressing family assets connected to Greece, we provide clear, discreet and practical legal guidance designed to support continuity and protect what families have built.

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Our objective is to help families protect what they have built, plan for what comes next and establish a clear legal framework for the orderly transfer of their wealth across generations.

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Consultation Request

Take the first step towards securing expert legal assistance. Reach out to Morfo Koutsomichali & Associates Boutique Law Firm today to discuss your legal needs and explore the best way forward.

Contact Info

18 Voukourestiou Str.,  Athens, 10671

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