Private Wealth 2025

GREECE Law and Practice Contributed by: Fotodotis Malamas, Bernitsas Law

Bernitsas Law has a wealth and estate planning team that is highly experienced in advising individu - als and families on wealth and estate planning, the protection of assets, cross-border and domestic es - tate administration, and the implications of the imple - mentation of the OECD Guidelines and EU Directives on exchange of information. Bernitsas Law advises on personal tax liabilities, post-death planning, co- ownership of assets and establishing family offices. The firm has notable expertise in wealth and succes -

sion planning, often developing innovative structures to enable clients to make use of, transfer and eventu - ally devolve their wealth, as well as representing cli - ents in high-value tax and estate disputes. It has a fully comprehensive tax practice that advises private and public companies, partnerships and individuals – both on a standalone basis and as part of an inte - grated service across its advisory, transactional and disputes teams.

Author

Fotodotis Malamas is a partner at Bernitsas Law, and is an expert in business and personal tax and private wealth. He advises on tax-efficient structures, liabilities, reporting, compliance and complex tax

controversies, as well as on lifetime and post-death private and corporate wealth and tax planning. His private wealth practice encompasses advice to individuals, family offices, funds and foundations on the structuring, planning and management of lifetime and post-death wealth and tax. He provides ongoing advice on compliance, reporting and tax structuring, and represents clients before the Dispute Resolution Directorate and the administrative courts. Fotodotis teaches a postgraduate course on Tax Law at the Athens University of Economics and Business.

Bernitsas Law 5 Lykavittou Street GR-106 72

Athens Greece

Tel: +30 210 339 2950 Fax: +30 210 364 0805 Email: fmalamas@bernitsaslaw.com Web: www.bernitsaslaw.com

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