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Families & Wealth

A multidisciplinary legal and tax practice supporting international families, business owners and family offices with structuring, succession, mobility and reputation protection.
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Summary

Cross-Border Lawyers for High-Value Families, Family Offices, and International Legacies

Our Families & Wealth Practice Group brings together leading immigration, tax, estate, corporate, and media law experts under a single family-focused advisory model. We have extensive experience helping some of the world’s most accomplished and innovative international families in structuring, preserving, and transitioning their wealth across generations and jurisdictions. Our multidisciplinary team advises on investment and co-investment structuring, tax planning, residence and citizenship planning, family office design, and philanthropy. With Malta as a hub, our lawyers and tax advisors support families in navigating complex cross-border challenges and building lasting legacies.

Wealth Protection & Preservation

We help families secure long-term control over their assets with bespoke structuring, tailored governance, and cross-border legal resilience. Whether establishing protective holding structures or advising on risk mitigation, our approach is grounded in discretion, legal rigour and deep understanding of family values.

Our solutions often involve the integration of trusts, foundations, regulated investment vehicles, or private structures in suitable jurisdictions – always aligned with international compliance frameworks and the family’s long-term vision. We work closely with client advisors, including private banks, wealth managers, trustees and accountants, to ensure strategic coherence and confidentiality throughout.

International Tax Strategy for Families

Our tax lawyers and advisors assist high-net-worth families in managing the cross-border implications of residence, relocation, investment and succession. We provide practical advice on structuring global income and assets in a tax-efficient, compliant manner.

Areas of focus include the remittance basis of taxation in Malta, tax treaty relief, tax residency planning, pre-immigration structuring, and succession-related tax planning. Our clients include EU and non-EU families seeking relocation to Malta, as well as Malta-based families with international exposure and intergenerational planning needs.

Succession & Estate Planning Across Jurisdictions

In complex, multi-jurisdictional family setups, succession requires more than a will. Our legal team combines civil and common law experience to deliver solutions that work across multiple legal systems.

We assist with the formation of family trusts and foundations, the preparation of cross-border wills, and the design of intergenerational wealth transfer plans. With deep knowledge of forced heirship laws, EU Succession Regulation, and matrimonial property regimes, we deliver integrated legal frameworks that promote continuity, privacy, and harmony among heirs.

Family Office Structuring & Advisory

We guide international families through the legal establishment and strategic design of single and multi-family offices. Our lawyers advise on the most suitable regulatory, tax and corporate structures, while supporting daily legal needs such as employment, real estate, philanthropy, and investment governance.

Our team has acted for UHNW families in setting up Malta-based and cross-border family offices. We provide compliance guidance, legal risk management, and support in integrating residence, tax, and succession goals within the family office mandate.

Philanthropy & Legacy Planning

For families committed to social impact or faith-based giving, we offer legal and strategic support in structuring philanthropic initiatives. Our team assists with the establishment of charitable foundations, trusts, and endowments, and advises on compliance with EU and Maltese charity laws.

Beyond formal vehicles, we help families articulate and embed philanthropic goals within broader governance frameworks such as family constitutions, foundation charters or estate plans. Our lawyers also assist in achieving tax-efficiency and regulatory recognition of philanthropic structures, particularly in Malta and within the EU.

Global Immigration & Mobility Planning

Our immigration law team, recognised as the oldest specialised practice in Malta, provides personal and discreet advice to families seeking residence or citizenship options globally. We design immigration strategies that complement tax, succession and lifestyle plans.

From Malta’s Citizenship by Merit route to residence-by-investment in Portugal, Spain, Greece, Italy, Monaco, and Switzerland, our team supports the full lifecycle of immigration — from pre-application planning to successful relocation. We also advise on dual nationality, renunciation of citizenship, and long-term mobility structuring for next generations.

Reputation & Media Risk Management

Modern families face unprecedented reputational exposure. Our Media & Reputation practice acts swiftly and discreetly to protect high-profile individuals and families from reputational harm, online attacks, impersonation, and defamation.

We advise on pre-emptive risk management, takedown requests, press rights, right to be forgotten, and defamation litigation. Whether navigating a media crisis or proactively safeguarding digital identity, our legal support is built on privacy, speed, and impact.

testimonials

What success sounds like,from our clients

Chetcuti Cauchi Advocates boasts an incredibly diverse and talented team. Everyone brings skills, knowledge and experience to the table, creating a dynamic and collaborative environment.

Chambers & Partners, Global Guide, 2024

Chetcuti Cauchi Advocates is a very strong team with a great understanding of complex matters. They enjoy a profound knowledge and expertise.

Chambers & Partners, Global Guide, 2024

Chetcuti Cauchi Advocates offers great ability and strength in handling and resolving difficult and complex matters.

Chambers & Partners, Global Guide, 2024
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