SPM Family Office — Established Practice

Family Office
& Cross-Border
Structuring
for International Clients

From relocation to long-term wealth architecture —
one system, one partner.

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Cyprus Liechtenstein Switzerland
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Over 9 years

Deep, first-hand expertise in the Cyprus market — navigating residency, tax and banking frameworks with institutional precision.

€256 million

Capital deployed through SPM-led structures across residency programmes, corporate vehicles and long-term wealth solutions.

500+ clients

International families and entrepreneurs guided through relocation to the island, with end-to-end advisory and execution.

€100 million

Relocated to Cyprus under SPM's coordination — structured for compliance, continuity and seamless cross-border integration.

Client Profile

Designed for clients with cross-border exposure

We advise on relocation, structuring and long-term wealth architecture across Europe and beyond.

International entrepreneurs relocating to Europe
Investors with €1M+ deployable capital
Families structuring long-term wealth
Clients operating across multiple jurisdictions

Our clients are international by profile, with presence across Europe, the Middle East and CIS.


What we do

Our areas of focus

Structured solutions across relocation, wealth, corporate and investment matters — designed as one integrated system.

01 / 04

Relocation & Residency

Helping you establish residency in Europe in a way that fits your life, your plans and your long-term direction.

Cyprus Permits Tax residency
02 / 04

Wealth Structuring

Organising your assets across jurisdictions so they are protected, manageable and ready for the future.

Foundations Trusts Holdings
03 / 04

Corporate Structuring

Setting up and maintaining international structures that support how you operate — simply and coherently.

Entities Compliance Cross-border
04 / 04

Investment Advisory

Guiding real estate investments that complement your residency plans and long-term capital strategy.

Real estate Capital ROI modelling
Engagement

How we work

A structured process designed to bring clarity, control and continuity to complex cross-border matters.

I

Initial Assessment

We begin by understanding your objectives, jurisdictional footprint, family context and risk profile.

II

Strategy Design

We develop a tailored structuring roadmap covering residency, legal setup, wealth architecture and implementation priorities.

III

Implementation

We coordinate the execution across the relevant jurisdictions, counterparties and service layers with full attention to compliance and detail.

IV

Ongoing Support

Where needed, we remain involved beyond the initial setup to support continuity, adaptation and long-term oversight.

Every engagement begins with a focused assessment of your objectives and structuring needs.

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Selected Matters

Selected Matters

Illustrative examples of how we support clients across relocation, structuring and long-term wealth matters.

Relocation Cyprus · Non-Dom

Relocation of a tech entrepreneur to Cyprus

Context

Founder of a SaaS company exiting a high-tax jurisdiction; needed personal relocation aligned with continuing operations across three countries.

Approach

Coordinated tax residency under Cyprus non-dom regime, restructured holding entity, sequenced asset transfers to preserve continuity.

Outcome

Residency obtained within the planned window; long-term effective tax position reduced; operating structure unchanged for clients and partners.

Wealth Structuring Liechtenstein · Foundation

Asset structuring via Liechtenstein foundation

Context

Multi-generational family with assets across four jurisdictions sought a single succession framework with clear governance.

Approach

Established a Liechtenstein family foundation with tailored statutes, asset migration plan and a coordinated banking and compliance setup.

Outcome

Unified governance achieved; succession framework documented; ongoing oversight delivered through a single coordinated point of contact.

Corporate Cyprus · Switzerland

Cross-border holding rebuild for an investor group

Context

Layered legacy structure no longer fit the operating reality; compliance burden was rising and substance was thin.

Approach

Designed a clean two-tier holding aligning operations with tax substance; sequenced unwind of legacy entities to preserve treaty positions.

Outcome

Compliance footprint reduced; substance documented; structure remains adaptable to future jurisdictional changes.

All cases are presented in an anonymised and simplified format.
Engagement

Most advisory fails not because of lack of services — but because of lack of structure.

We do not approach relocation, corporate setup or investments as separate tasks. Instead, we design integrated frameworks where residency, legal structures and capital positioning work as one system.

Our focus is on building solutions that remain stable across jurisdictions, regulatory changes and time.

Structuring before executing
Aligning jurisdictions instead of layering them
Focusing on durability, not short-term gains
Keeping structures clear, compliant and manageable

We deliberately work with a limited number of clients. Because complexity requires attention — not scale.

If this approach aligns with your situation.

Discuss your case