+356 213 777 00
info@drwerner.com

Services for High-Net-Worth Individuals (HNWI)

Our specialized services for high-net-worth individuals offer tailored solutions that meet your individual needs and requirements, from wealth management to discreet advice.

Services for High-Net-Worth Individuals (HNWI) - What you need to know

At DW&P, we view our clients as partners and build long-term business relationships based on shared visions and goals. Our tax advisory services in Malta are committed to delivering innovative and tailored solutions that exceed your expectations and embody excellence in tax management and financial foresight. We recognize the differentiated and complex needs of high-net-worth individuals. Therefore, we offer specialized initial consultations carefully designed to address the unique requirements of each client. This approach underscores our commitment to providing customized solutions that go beyond standardized services, enabling truly personalized tax strategies in Malta and worldwide.

Our services are particularly valuable for high-net-worth individuals seeking tax-optimized solutions. We cater to:

  • Individuals looking to relocate to or invest in Malta.
  • Individuals in need of comprehensive tax and legal advice.
  • Individuals seeking efficient wealth structuring.
  • Individuals looking to optimize their estate and gift planning.

Our tailored solutions help you achieve your individual tax and financial goals.

DW&P Dr. Werner & Partners offers comprehensive and customized services to meet the complex and demanding needs of high-net-worth individuals. Our services include:

  • Tax Optimization: Our experts develop individual strategies to minimize your tax burden, considering your global assets and income. We help you utilize legal means to optimize your tax obligations and maximize your financial efficiency.
  • Wealth Structuring: We offer tailored solutions for structuring your wealth through the establishment of foundations, trusts, and funds. These structures not only provide tax benefits but also protection and flexibility for your assets.
  • Estate and Gift Planning: Our specialized advisors assist you in planning the transfer of your wealth to future generations. We help you design your inheritances and gifts to be tax-optimized while considering your family and personal wishes.
  • Residency and Relocation Advice: We provide comprehensive advice on the benefits of relocating to Malta and support you in the process. This includes obtaining residence permits, understanding tax implications, and integrating into the Maltese system.
  • Global Compliance: In an increasingly globalized world, compliance with international tax and legal regulations is crucial. We ensure you meet all legal requirements to minimize legal and financial risks.

There are many reasons why partnering with DW&P Dr. Werner & Partners is advantageous for high-net-worth individuals. Our extensive experience and access to specialized knowledge in Malta and globally speak for themselves. We excel in trust, confidentiality, and exceptional service. Our team consists of experts with a comprehensive understanding of Maltese and global tax regulations. We leverage Malta’s advantages and integrate them with international tax perspectives to develop optimal solutions for our clients. Through our tailored services, we offer you a comprehensive one-stop service. We assist in identifying and mitigating potential legal and tax risks and help you best serve your financial interests. Our goal is to find innovative ways to minimize taxes while protecting and growing your wealth.

What specific services do you offer for High-Net-Worth Individuals?

We offer tailored tax services designed to meet the specific needs of HNWIs. This includes international tax planning, estate planning, residency and citizenship advice, as well as support for investments and business formations in various jurisdictions such as Malta, Dubai, and Cyprus. Our goal is to provide you with comprehensive and individualized solutions.

How do you assist with international tax planning and optimization?

Our experts analyze your current tax situation and develop strategies to minimize your tax burden and leverage the tax advantages of various jurisdictions. We advise you on double taxation agreements, exit taxation, and other relevant tax matters to ensure you benefit from an optimal tax structure and meet all compliance requirements.

What are the benefits of relocating to Malta, Dubai, or Cyprus?

Relocating to these countries can offer significant tax advantages, including low or no income tax, attractive capital gains and inheritance tax regulations, and a high quality of life. We help you analyze the pros and cons of relocation and assist you in making the best decision based on your individual needs and goals.

How do you support the establishment of companies and trusts?

We offer comprehensive support for the establishment of companies and trusts, including legal and tax advice, preparation of all necessary documents, and submission to the relevant authorities. Our goal is to help you create efficient and legally secure structures that protect your assets and optimize your tax situation.

How do you ensure the confidentiality of my financial and personal information?

Protecting your privacy and the confidentiality of your information is of utmost importance to us. We use state-of-the-art security measures and follow strict privacy policies to ensure your data is secure. Additionally, we only work with trusted partners and advisors who share our high standards of confidentiality and data protection.

How do you assist with estate planning and wealth protection?

We offer comprehensive estate planning services, including the creation of wills, trusts, and foundations. Our goal is to protect your wealth and ensure it is passed on to the next generation according to your wishes. We work closely with you to develop tailored solutions that take into account your individual needs and family circumstances.

Talk to the experts.

Schedule a free initial consultation now.

Services for High-Net-Worth Individuals (HNWI) - Our service

Tax optimization

Minimizing tax burden through tailored strategies.

Residency planning

Assistance in obtaining the best tax residency.

Legal advice

Comprehensive legal advice on international matters.

Investment Holding

Establishing an ideal holding structure for investments.

Family Office Services

Holistic support and management of family wealth.

Discretion and Confidentiality

Highest standards in privacy and confidentiality of your affairs.

Foundation & Trust Establishment

Establishing international structures, including foundations or trusts.

Compliance Management

Ensuring compliance with all relevant regulations and laws.

What our clients say about us

Services for High-Net-Worth Individuals (HNWI) - Your contact persons

Audit Director

Nathaniel Borg

Junior Partner

Dr. Rebecca Camilleri

Our process at a glance

Step 01

Initial Contact

Initial consultation to determine needs.

Always free of charge.

Step 02

Needs analysis

Detailed analysis of client requirements.
Step 03

Onboarding

Mandatory compliance review.
Step 04

Structure Establishment

Establishing the most tax-efficient structure.
Step 05

Tax registration

Tax registration of established companies.
Step 06

Ongoing support

Ongoing support in tax planning and operations.

Do you have any questions?

Schedule a free initial consultation now.

Blogposts about Services for High-Net-Worth Individuals (HNWI)

Geschäftszeiten

MON - FR 9.00 -17.00

Telefon

+356 213 777 00

Office Times

MON - FR 9.00 -17.00

Phone

+356 213 777 00