YOUR TRUSTED ADVISOR
A boutique consultant with international capacity; Wwealth Privée offers contacts to a diverse range of exclusive Banks (Private/Commercial/Investment) with reach to a variety of countries (Switzerland, Luxembourg, Monaco, the UK, Italy, Spain, Greece, Malta, France, Germany, Hong Kong, Dubai, Abu Dhabi, Mauritius), as well as an array of wealth related services through direct access to Owners, C-Suite, and upper level executives.
In addition, our network’s expertise extends to several key economic fields (real estate, law, banking, estate planning, tax planning, energy, shipping, blockchain technology, etc.) throughout the world, thus ensuring our Clients receive full proof, well planned propositions in a completely sealed, confidential, and transparent environment.
Further, our connections with elite Swiss and European Multi-Family Offices and Banks allow our Clients the choice of being provided the support they need in structuring their wealth in the way they envision*.
Consequently, we are in a position to undertake complex international wealth management projects, from the first stages of the idea formation until the full implementation and delivery of the respective strategy, while remaining on our Client’s side moving forward.
*Only on a reverse solicitation basis – introduction directly with the respective banks and/or family offices, while WP undertakes no part in the management of funds, asset management, nor provides financial advice in any form.
SWITZERLAND
Introduction to Wealth Management (portfolio management, estate planning, consolidated reporting, access to PE/PD/Club Deal investments etc.) -on a reverse solicitation basis- through Swiss and European Family Offices and Banks.
Family Offices located in Switzerland, Luxembourg, and London, providing access to exclusive Swiss and European Private Banks, as well as international Legal and Tax experts, Trustees, Fiduciaries, Notaries, Real Estate professionals and an umbrella of related services in Switzerland and internationally.
-Only on a reverse solicitation basis – introduction directly with the respective banks and/or family offices, while WP undertakes no part in the management of funds, asset management, nor provides financial advice in any form.-
GREECE
Through the utilization of our in-house experts and our respective Partners in Greece, our Clients receive a suite of selected services, including the following:
- Legal Planning & Consulting*
- Tax Planning & Consulting*
- Accounting Planning & Consulting*
- Bespoke Insurance Offering*
- Notary Services
- Real Estate
- Wealth Related Consulting Services
- Capital Raising
- Wealth & Privacy Protection
- Energy Consulting
- Art Consulting
- Shipping Consulting
- Blockchain & Cryptocurrency Consulting
- Media Consulting
- Bespoke Medical Planning & Consulting
- Hospitality Services
- Educational Academy to Clients interested in gaining in-depth understanding with regards to the management of their wealth
- Energy Consulting
- Art Consulting
- Shipping Consulting
- Blockchain & Cryptocurrency Consulting
- Media Consulting
- Bespoke Medical Planning & Consulting
- Hospitality Services
- Educational Academy to Clients interested in gaining in-depth understanding with regards to the management of their wealth
(* for individuals and corporations)
EXTERNAL EXPERTS IN GREECE
Depending on the personalized needs of each Family or Individual, our Team is able to build a comprehensive plan and synchronize the above mentioned services into one, guiding every part of the course to achieve the result our Clients seek, creating a streamlined process while keeping in check costs and progression.
Our Clients are able to choose their level of involvement in any or all parts of the project’s progression with total transparency. Our Team is always available and ready to expand on any or all of our Services in detail, in person or in writing, at the Client’s request.
Giannis Liberopoulos
Legal/Tax Consulting & Planning
Founding Partner of ‘Giannis Liberopoulos Law Firm’. Giannis specializes in real estate and commercial law. He advises companies and high net worth individuals on international tax planning, structuring of legal entities, real estate and corporate law.
Alexandros Psarakis
Accounting Consulting & Planning
Having more than 10 years of experience in various industries (Retail, Wholesale, Real Estate, Energy, Services) through a consulting career in Big4 accounting firms and Chief Accounting and Tax positions in multinational organizations.
Dimitrios Kasidokostas
Communications & Hospitality
Dimitrios has worked for major newspapers and media outlets internationally before founding his own Group of Companies in the Media and Hospitality sectors.
Dr. Evangelos Paraschakis
Medical Consulting & Planning
Evangelos is a certified Medical Doctor located in Athens, Greece. With clinical experience in both Internal Medicine and Surgery, he received his Masters Degree in Surgical Anatomy in Athens Medical University. He is currently pursuing a career in Plastic and Reconstructive Surgery.
George Semelidis
real estate
Specialising in shipping administration and real estate, George is the founder of 3 companies: ‘Prospect Marine Development’, ‘Investate’ based in London and ‘Olon Hospitality’ in Greece. He incorporates luxurious hospitality services and construction-project management undertaking.
Xenofon Kontouris
Cryptocurrency & Blockchain Consulting
Xenofon is a crypto-economist, entrepreneur and community leader in the Web3 space. He is part of the Executive Team of INATBA, a selected expert on crypto-assets for EUBOF and the Digital Euro Association (DEA), and the founder of Athens Labs: a Venture Studio focusing on the application of Crypto Assets in multiple industries.
Yiannis Manolis
shipping & energy consulting
Having worked in prominent shipping companies in Athens, London and Singapore, Yiannis founded 4Castle Services LTD offering premium bespoke consulting services in maritime companies. He has 10+ years of work experience across multiple segments of the shipping industry and is currently based between Greece and the UK.