Private Client & Family Advisory
Structure, succession and continuity for private wealth.
Foundations, holding structures and the administration behind them, so family wealth stays organised, controlled and ready to pass on.
Private Client & Family Advisory
Protecting more than assets.
Private client planning is about control, continuity and clear documentation, not only ownership. A well-designed structure still fails if records lapse or decisions aren’t recorded.
We set up and then maintain the structures that hold family wealth, with discretion throughout.
What we do
How we help
Foundations
DIFC and ADGM foundations: setup, council documentation and ongoing maintenance.
Private wealth structuring
Holding structures for property, shares and investments, coordinated with your other advisers.
Succession planning
Wills, foundations and governance working together. See Wills & Succession.
Family governance
Charters, councils and decision-making frameworks.
Accounts for private structures
Records, accounts and reporting for holding entities and foundations.
Ongoing administration
Resolutions, renewals, correspondence and annual obligations.
Who it’s for
When families come to us
- Setting up a UAE or international holding structure
- Planning succession across family and business assets
- Reviewing control of an existing structure
- Setting up or maintaining a foundation
- Preparing for a generational transition
Start a private conversation
Message us on WhatsApp and we’ll come back to you the same working day.