PROTECTED
Wealth in the UAE sits across companies, property, bank accounts and family members in more than one country. Without a plan, succession follows the default rules, not the family's wishes, and assets can be frozen while it is sorted out.
We put the structure in place: a holding vehicle or foundation, a registered will, the banking relationships to match, and one annual review so it still fits as the family changes.
Guides
Why a non-Muslim family needs a registered UAE will
What happens to UAE property, accounts and guardianship of children without one, and how the DIFC and ADGM registries work.
Holding company or foundation?
The difference between the two, what each costs to run and which one suits a family that wants control without personal ownership.
How we can support you
We structure and advise. We do not sell investment products and we earn no commission on anything we recommend.
Succession planning
A written plan for who receives what, and the structure that makes it happen.
DIFC and ADGM wills
Drafted, registered and updated as the family changes.
Family foundations
ADGM or DIFC foundations that hold assets under a charter with no personal owner.
Holding companies for family assets
Property, portfolios and company shares in one vehicle.
Private banking introductions
Account structuring across the UAE's leading banks.
Property acquisition structuring
The vehicle and the financing for a purchase in the UAE.
Financial consultation
Cash management, treasury and the financial advice behind each decision for the operating company.
Family office set-up
For larger estates that need a standing team.
Why families choose us
- Independent advice: No product commissions, so the structure is chosen for the family and not for a fee.
- One written paper: Jurisdictions, vehicles and the order to set them up in, before anything is formed.
- Fixed fees for each step: The paper, each formation and each registration quoted in advance.
- An annual review: One sitting a year to check the plan still matches the family and the rules.
Who this is for
Start with a confidential call
Tell us what the family owns and where; leave with a clear next step.