Multi-Family Office Services (MFO)

What is the PwC Multi-Family office?

The PwC Multi- Family Office (MFO) is a cost efficient family office bespoke solution for High Net Worth Individuals (HNWIs) that covers all circles of family wealth (i.e. the business, the owners and the family).

The PwC MFO assists HNWIs and their families to efficiently address the numerous challenges that they face in the current global environment of complex tax and regulatory changes in adverse market conditions.

The PwC MFO is the holistic solution available to HNWIs for financial planning, investment, administrative and lifestyle services. The PwC MFO focuses on representing the client and his best interests as the independent wealth advisor.

Additionally, our team can help you establish your own family office in Cyprus.

Our Services 

  • Assistance in the design / review of Investment Policy Statement 
  • Investment manager procurement 
  • Investment manager monitoring & evaluation 
  • Consolidated wealth reporting • Reviewing and commenting on clients’ investment mandates 
  • Proprietary credit methodology to access counterparty / strength analysis • Treasury services

 

  • Support with the incorporation of a Cyprus Co and set-up of a local office 
  • Integrated compliance services on all aspects of the corporate cycle 
  • Corporate Banking Compliance 
  • Budget and cash flow management 
  • Loan monitoring services 
  • Wealth reporting & monitoring

 

  • Succession planning 
  • Advice on asset protection 
  • Asset and gift planning 
  • Estate planning 
  • Personal international tax planning 
  • Personal banking compliance 
  • Luxury assets advice (e.g. art, yacht and aircraft investments) 
  • Advice on Family Governance 

 

 

 

  • Personal relocation and concierge services 
  • Advice on personal global mobility matters including citizenship and residence services 
  • Charity and philanthropy services 
  • Family education • Support with real estate matters

 

Why choose the PwC MFO?

Access to PwC Cyprus and its network

You will gain direct access to PwC Cyprus the largest professional advisory firm in Cyprus. We adapt the expertise of our almost 1000 professionals in Cyprus and the power of our global network of 208,000 experts in 157 countries to your specific needs, helping you make the difference. 

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Independent

We put the client first. We do not sell products and we do not receive commissions. Instead we negotiate with third parties to reduce costs and maximize returns for the client.

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We cover all angles

In today’s changing world of complex tax, regulatory changes and disclosure requirements, wealth management cannot exist in isolation from wealth planning/tax planning. We bring it all together.

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Expertise and knowledge

PwC Cyprus professionals have a long history of working with HNWIs, Trustees and Family Offices. Our PwC dedicated team will offer you more confidence and perspective in the day to day management of your net wealth. 

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Customisation

Our approach is to listen well so as to understand which services are relevant to your personal, family and business needs and tailor them accordingly so as to add maximum value. 

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Proactive

We identify issues upfront to help you overcome them hassle free.

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Contact us

Tony Hadjiloucas

Partner, In Charge of Private Wealth Services, PwC Cyprus

Tel: +357-25555270

Phryni Yiakoumetti Mina

Director, Private Wealth Services, PwC Cyprus

Tel: +357-22555719

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