Multi-Family Office

Wealth structuring, succession, and day-to-day administration for international families — one office that knows how the pieces fit together.

  • Family governance
  • Wealth structuring
  • Cross-border families
  • Independent since 2012

Our entire range of services are grounded in a deeper understanding of the client family's specific requirements, a knowledge built on quality relationships often lasting many years. zeta. assists with family governance systems, helping families define values, structures and processes aimed towards achieving a shared objective in both a transparent and efficient manner.

Contact: David Zammit — Managing Director

One Team
Wealth planning, financial management, and administration under a single relationship
Governance
Family governance systems — values, structures, and processes defined transparently
First-Class
Asset deposits with first-class banks, on conditions negotiated for the family
Relocation
Full relocation and settling-in support for families moving to Malta

Multi-Family Office Solutions

Cost Efficiency, Transparency and Security

  • Fee models and achievement-oriented remuneration arrangements
  • Negotiation of optimal conditions with banks and third parties
  • Asset deposits with first-class banks
  • Efficient administration platform

Relief From Administration Duties

  • Coordination and prioritization with trusted specialists
  • Fiduciary and trust services as "one-stop shop" solutions

What We Do

Wealth Planning

  • Estate planning
  • Tax planning
  • Legal advice

Financial Management

  • Consolidation
  • Budget and cash flow management
  • Trusteeship

Relocation Services

Starting with an initial consultation: general information on cost of living, accommodation, health insurance, medical care, banking, and transportation — plus school listings and education system information for families, leisure facilities, and property management details.

Relocation & Transition Services

Full support through the relocation and transition process, including settling-in assistance.

Property Management

Assistance finding properties and expert recommendations. Information on laws and taxes for foreign property ownership and rentals.

Publications

Family Office Structuring

Discuss your family's needs with our team

Tell us about your family's circumstances and objectives — we'll set out a governance and administration structure that fits.

Frequently Asked Questions

A multi-family office is a service model where one professional firm provides wealth management, estate planning and administrative services to several families, who share the office's infrastructure and senior team rather than each building their own.
Services include estate and succession planning, relocation advisory, tax structuring, legal coordination, trust and foundation setup, and ongoing wealth administration.
Yes. Malta offers a favourable tax regime, EU membership, Schengen access, a high quality of life and several residency and citizenship programmes attractive to HNW individuals.
Yes. zeta. assists with all aspects of relocating to Malta including residency applications, property guidance, tax advice and local authority registrations.

Related Insights

View all insights

Speak to Our Family Office Team

Tell us how your family's wealth is currently held, and we'll set out how a Malta-based family office arrangement could work for you.