Wealth Management & Preservation
In an ever-evolving world, the management and preservation of your wealth require more than just traditional strategies. The rapid changes in global markets present both challenges and opportunities that demand innovative and effective solutions. CLA Malta provides world-class solutions within a local context, ensuring that you stay ahead in the dynamic landscape of wealth management.
- Estate Planning: We develop comprehensive plans to manage and transfer your wealth efficiently, including wills, trusts, and charitable giving strategies. Our focus is on ensuring your wishes are honoured and your legacy is preserved, adapting to the latest regulatory and market developments.
- Succession Planning: We craft strategies for the seamless transfer of business and personal assets to the next generation, ensuring that your family’s future is secure, and your business continues to thrive. Our approach is designed to navigate the complexities of succession in a rapidly changing environment.
- Asset Protection: We implement robust legal strategies to shield your assets from creditors and legal risks, giving you peace of mind that your wealth is protected against unforeseen challenges.
Key Experts

Dr Dennis Mark Gauci
Partner - Business Development & Markets

Isaac Sammut Satariano
Head of Business Development
How we can help
CLA Malta’s team leverages innovative strategies and deep industry knowledge to turn your toughest challenges into strategic advantages. We’re here to provide the expertise and innovative solutions that push boundaries and drive real results. Partner with us and see how we make a difference by delivering exceptional outcomes.
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