Service

Services for HNWIs

High Net Worth Individuals require a single, trusted point of contact for complex wealth structuring across multiple jurisdictions. DW&P provides comprehensive HNWI advisory – from family office expertise and asset protection to succession planning and international tax coordination – with Malta as a strategic anchor within the EU.

Services for HNWIs operates in the Specialized Solutions phase, serving high net worth individuals and families seeking international wealth structuring with a Malta base.

Services for HNWIs: Key Facts

Family Office
Central Coordination - Single point of contact for all wealth matters
Asset Protection
Multi-Jurisdictional - Structuring across EU and international jurisdictions
Succession Planning
Cross-Border - EU Succession Regulation and international estates
Tax Coordination
International - DTA network, residence planning, compliance

Services for HNWIs: Our Services

Individual Risk Analysis and Asset Mapping

  • Systematic review of entire asset situation
  • Liability risks, tax exposure, existing structures, and vulnerabilities

Family Office Services

  • Organisation as Single or Virtual Family Office
  • Central control points, governance systems, and clear responsibilities
  • Investment structuring and holding company setup
  • Philanthropic and foundation structuring

Wealth Structuring via Legal Vehicles

  • Design and setup of holdings, trusts, foundations, and participation models
  • Multi-jurisdictional holding structures
  • IP and intangible asset structuring
  • Tailored to goals, jurisdictions, and asset classes

International Tax Coordination

  • Optimising total tax burden across borders
  • Double Tax Treaties, CRS, and EU regulations
  • Malta tax programmes for HNWIs
  • Compliance across multiple jurisdictions

Succession Planning and Generational Transfer

  • Legally sound transfer concepts with family governance
  • Rulebooks for the next generation and clear asset distribution
  • EU Succession Regulation (Brussels IV) guidance
  • Testamentary dispositions under Maltese law

Residence and Relocation Strategy

  • Advice on optimal residence planning with focus on Malta Residency
  • Tax, immigration law, and practical considerations
  • Coordination with relocation services

Protection against Third-Party Claims

  • Structures that secure assets against risks from divorce, insolvency, creditor claims, or political instability
  • Risk diversification across jurisdictions

Coordination of External Partners

  • Collaboration with existing advisors, banks, and service providers
  • Access to DW&P network of lawyers, tax advisors, and private banking specialists
  • Central management ensuring coherent strategy across all partners