Private Client & Family Advisory
For individuals, families and wealth-holding structures requiring succession planning, foundation support, governance frameworks and long-term continuity.
Services
Integrated advisory, compliance and administration support
Shortlist provides connected services across private client structuring, corporate migration, tax and regulatory compliance, accounting, governance and ongoing administration.
Overview
One advisory relationship across multiple obligations
Structures rarely operate in isolation. A company may require tax filing, accounting records, shareholder documentation, authority correspondence and succession planning. A private wealth structure may require foundation governance, reporting, control frameworks and ongoing administration.
Shortlist brings these requirements together under a practical, organised advisory relationship.
Structuring, compliance and administration
Service areas
Our Services
Corporate Structuring & Migration
For founders, investors and companies requiring UAE setup, redomiciliation, holding structures, ownership realignment or corporate reorganisation.
Tax, Compliance & Regulatory Support
For businesses and structures requiring support with corporate tax, FTA matters, AML/goAML, ESR, compliance reviews and authority liaison.
Accounting, Bookkeeping & Reporting
For companies and structures requiring organised books, accounts preparation, reporting, financial statements and audit coordination.
Governance, Fiduciary & Administration
For clients requiring proper resolutions, board or council documentation, registered agent support, statutory records and governance maintenance.
Ongoing Business & Private Client Administration
For clients who need continued support maintaining companies, foundations, compliance calendars, documents and administrative obligations.
Engagements
How we work with clients
A disciplined engagement process helps keep advisory, documentation and delivery aligned.
Understand
We review the client’s structure, objectives, obligations and immediate requirements.
Scope
We define the work required, the documents involved, the authority deadlines and the expected deliverables.
Execute
We prepare filings, records, reports, documentation, correspondence or structure support as required.
Maintain
Where needed, we support ongoing administration, compliance tracking and annual obligations.
Next step
Find the right service path
Submit your enquiry and we will help identify the appropriate service area for your requirement.