Wealth and Estate Planning

Estate Planning — Safeguarding Your Legacy for Generations

We design robust estate planning strategies that align with your vision, protect your assets, and minimize fiscal burdens. Our approach transforms uncertainty into a clear, future-proof inheritance plan built to last across generations.

Estate Planning in Cyprus for a Brighter Financial Future

Expert estate planning extends far beyond drafting documents. It is a proactive blueprint for preserving wealth, guided by experienced external advisors and tailored frameworks.

At A&C Christofi Ltd, we integrate seamlessly into your financial affairs, reviewing portfolios to identify vulnerabilities, leverage tax incentives, and build long-term value.

Our strategies combine succession planning, tax optimization, insurance safeguards, and diversified investment structures — all delivered through transparent discussions and actionable guidance.

From initial assessment through implementation and ongoing oversight, our commitment to protecting and growing your wealth remains unwavering.

Custom Wealth Plans for Family Security

We approach estate planning holistically, viewing assets as part of a broader life story rather than isolated holdings. As your trusted wealth planning partner, we review structures, monitor regulatory changes, and design transfers that preserve value and family harmony.

Our investment and advisory teams work transparently, grounding every recommendation in data, experience, and your personal financial objectives.

Wealth and Estate Planning

Custom wills, flexible trust structures, and transfer strategies designed to avoid unnecessary court delays while aligning with Cyprus inheritance laws and your personal wishes.

Personal Tax Planning and Advisory

Strategic tax planning for estates and gifts through residency analysis, exemptions, and treaty utilization — adapting continuously as legislation evolves.

Insurance Planning and Solutions

Life, health, and care insurance integrated into estate plans to provide liquidity, protect beneficiaries, and absorb unexpected events without disrupting wealth structures.

Investment Portfolio Management

Diversified portfolios across asset classes, managed with disciplined risk controls and regular rebalancing to support long-term family objectives.

Trust Administration and Compliance

Ongoing administration of trusts, foundations, and family vehicles with clear reporting, distributions, and compliance under Cyprus and EU frameworks.

Why Us

Estate Planning Partners Rooted in Trust and Legacy

At A&C Christofi Ltd, estate planning services in Cyprus are delivered with integrity, discretion, and a long-term perspective. As an ICPAC-regulated firm based in Limassol, we combine local expertise with global best practices to build resilient, adaptable legacy plans.

Client-Centric Culture of Empathy

Every plan reflects family dynamics as well as financial goals, supporting harmony alongside security through deeply personal, long-standing client relationships.

Ethos of Unwavering Integrity

Transparent, conflict-free advice under ICPAC regulation ensures every recommendation is ethical, compliant, and aligned with your best interests.

Personalized, Holistic Approaches

Tax, investment, insurance, and succession considerations are integrated from day one, delivering bespoke strategies that evolve with life’s changes.

Proven History of Resilience

Decades of experience navigating Cyprus’s economic and regulatory shifts, guiding hundreds of families through smooth transitions while preserving wealth.

Reputation for Discreet Excellence

Trusted by high-net-worth families and businesses, our reputation is built on confidentiality, reliability, and consistently successful outcomes.

Forward-Thinking, Adaptive Ethos

We blend prudent stewardship with innovation, using predictive analysis and sustainable investment thinking to future-proof estates against global change.

Collaborative Legacy Building

Regular reviews, family engagement, and education ensure heirs are prepared and empowered, allowing your legacy to endure meaningfully.