Allegiance Multi-Family Office & Trustees
Cyprus multi-family office set up in 2018 from a single family office founded in 2011; wealth, tax, trustee and investment services for HNWI families, with PE co-investments.
USEFUL FOR Business owners seeking a long-term partner · Co-investors
Identity
- HEADQUARTERS
- Limassol, Cyprus
- FOUNDED
- 2018
Investment approach
- ROUTES
- Direct investments
- STRATEGIES
- Private equity
Overview
Allegiance Multi-Family Office & Trustees is an independent Cyprus-based multi-family office set up in 2018 by Stathis Efstathiou as the transformation of a single family office founded in 2011. It coordinates and manages clients' private wealth affairs, including wealth preservation, tax and succession planning, trustee arrangements, corporate substance services and consolidated wealth reporting. It also offers investment consulting and management and proposes selected private equity opportunities in which it co-invests alongside clients.
Investment thesis
Blends selected private equity co-investments with liquid assets such as listed shares and bonds in a balanced wealth-preservation portfolio.
People
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Allegiance Multi-Family Office & Trustees is a multi family office based in Limassol, Cyprus, founded in 2018.
Allegiance Multi-Family Office & Trustees invests directly in companies. Its stated asset mix includes private equity.
Allegiance Multi-Family Office & Trustees invests in Real Estate & PropTech, Software & SaaS and Biotech & Life Sciences.
Key people at Allegiance Multi-Family Office & Trustees include Stathis Efstathiou (Founder & Managing Director), Georgios Papastylianou (Head of Corporate Finance and Investment Management), Eleftherios Adamides (Commercial Real Estate & Due Diligence Division) and Angelos Vouldis (Performance Improvement & Business Strategy Division).