Succession & Legacy Planning
Support for clients considering the transfer, continuity or long-term protection of family wealth, business interests or asset-holding structures.
Private Client & Family Advisory
Private client and family advisory for structure, succession and continuity
Shortlist supports private clients, families and wealth-holding structures with advisory and administrative services designed to protect control, support succession and maintain long-term order.
Private clients
Protecting more than assets
Private client planning is not only about ownership. It is about control, continuity, governance, family expectations, documentation and the ability of a structure to remain effective over time.
Shortlist helps clients organise private wealth structures, succession frameworks, foundations, reporting obligations and ongoing administration with discretion and care.
Governance, control and continuity
Services
How we support private clients and families
Foundations Advisory
Guidance and administrative support for foundation structures, including council documentation, governance frameworks, records and ongoing maintenance.
Family Governance Support
Assistance with documenting roles, responsibilities, decision-making frameworks and long-term family governance arrangements.
Private Wealth Structuring
Support with ownership arrangements, holding structures, migration planning and coordination with professional advisors where required.
Accounting & Reporting for Private Structures
Support with accounts, financial oversight, record maintenance and reporting for private companies, foundations and holding entities.
Ongoing Administration
Continued support with records, resolutions, correspondence, annual obligations, renewals and documentation.
Private client structures require disciplined maintenance
Client situations
When clients come to us
Clients often approach Shortlist when they are:
- Establishing a UAE or international holding structure
- Planning succession across family or business assets
- Reviewing control and governance of an existing structure
- Setting up or maintaining a foundation
- Organising records, accounts and reporting for private entities
- Preparing for a generational transition or restructuring
- Seeking a more disciplined administrative framework
Why it matters
Structures need to be maintained, not just created
A private structure is only useful if it remains properly governed, documented and aligned with the client’s objectives. Poor record-keeping, unclear decision-making and neglected filings can weaken even a well-designed structure.
Shortlist helps clients maintain the discipline behind the structure, so it remains credible, compliant and fit for purpose.
Next step
Start a private client enquiry
Share your requirements confidentially and we will review the best way to support your structure, succession or administration needs.