Private Wealth 2026

GREECE Law and Practice Contributed by: Fotodotis Malamas, Bernitsas

Bernitsas has a wealth and estate planning team that is highly experienced in advising individuals and families on wealth and estate planning, the protection of assets, cross-border and domestic estate admin - istration, and the implications of the implementation of the OECD Guidelines and EU Directives on ex - change of information. Bernitsas advises on personal tax liabilities, post-death planning, co-ownership of assets and establishing family offices. The firm has

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

Author

Fotodotis Malamas is a partner at Bernitsas and an expert in business and personal tax, as well as 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 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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