Consolidated wealth overview
A single statement of assets, entities, liabilities and guarantees across banks, jurisdictions and asset classes, reconciled and reported quarterly.
Capabilities
The instruments, not a menu.
This is the full range the practice can reach. It is published so you can see the depth behind the advice — not so you can choose from it. A typical family uses a fraction of this list, and the first mandate usually uses none of it at all.
A
Family office
The core mandate. Everything here is done by the practice itself, for the family, and paid for by the family alone.
Succession and family governance
Control and shareholding maps, decision rights, family charters, and the sequencing of wills, structures and agreements across every jurisdiction involved.
Investment review and due diligence
Independent scrutiny of proposals: fee drag, liquidity, concentration, counterparty and jurisdiction risk, and whether the family understands the instrument.
Adviser coordination
Engaging, briefing and supervising banks, lawyers, tax advisers, auditors and brokers against a written scope — and holding them to it.
Liquidity and cash-flow planning
Mapping distributions, drawings, debt service and tax payments against the family's actual calendar so nothing is sold at the wrong moment.
Next-generation preparation and philanthropy
Bringing heirs into the picture in stages, and structuring giving where a family wants it done deliberately rather than annually.
B
Structures and corporate
The vehicles a plan eventually needs. Built only where they earn their keep — a structure that exists to look sophisticated is a permanent cost.
Company formation and structuring
Incorporation and structuring in European jurisdictions and in the UAE — mainland, free zone and offshore — chosen for the purpose rather than the brochure.
Holding companies and special purpose vehicles
Holding layers for operating businesses, property and co-investments, arranged so ownership, financing and eventual exit are all possible.
Foundations and trusts
Separating legal ownership from family benefit where succession, asset protection or governance genuinely requires it.
Joint ventures and shareholder arrangements
Shareholder and partnership agreements, buy-sell provisions, reserved matters and the exit mechanics that are only ever negotiable at the start.
Redomiciliation and restructuring
Moving or reorganising entities and groups — including unwinding structures that no longer fit the family.
Corporate governance and secretarial
Registers, resolutions, board and shareholder formalities, statutory filings and the ongoing obligations that quietly lapse.
Transactions, disposals and liquidation
Support through acquisitions, disposals and wind-downs, from letters of intent to strike-off.
C
Legal and tax
Regulated work, delivered by licensed professionals in the relevant jurisdiction, engaged and supervised through the mandate.
Cross-border structuring
Holding and financing frameworks assessed across the jurisdictions actually involved — treaty positions, substance, withholding, controlled-company and exit-tax exposure.
Corporate and commercial documentation
The contractual framework a structure runs on: intra-group agreements, loans, services, licences and the documentation that supports substance.
Real estate and asset transactions
Acquisition, holding and transfer of property and other significant assets, including the ownership form and its succession consequences.
Regulatory alignment and AML
Compliance frameworks, source-of-wealth and source-of-funds files, beneficial ownership registrations, and the readiness a bank now expects before it opens an account.
Estate and asset-protection instruments
Wills, marital and prenuptial arrangements, powers of attorney and protective structures — drafted to work together rather than in isolation.
Transaction and due-diligence support
Legal and tax due diligence on acquisitions, disposals and significant investments, with findings written for the family rather than for a file.
D
Establishment
The practical work of putting a family or a business on the ground — in Europe or in the Gulf, in either direction.
European company formation
Incorporation in the EU with VAT registration, a registered seat and the documentation a European bank and counterparty expect.
UAE licensing and setup
Mainland and free-zone licensing, office and visa allocations, and the choice between them made on operating reality rather than on cost alone.
Accounting, bookkeeping and filings
Ongoing statutory accounting, VAT and corporate tax filings, and annual obligations in each jurisdiction where the family holds an entity.
Banking support
Preparing the account-opening file and the source-of-wealth narrative, and coordinating with banks in both regions. Introductions are made; no outcome is promised.
Residence, immigration and substance
Residence and work permits, and the substance — premises, people, decision-making — that makes a residence position hold up under examination.
Ongoing compliance
Renewals, filings, registers and deadlines tracked centrally, so a structure built once does not quietly fall out of good standing.
How this is delivered
One practice, licensed specialists, one line of accountability.
Everything under A is the practice's own work. Everything under B, C and D that is a regulated activity — legal advice, tax opinions, audit, licensed corporate services, immigration filings — is delivered by licensed professionals in the relevant jurisdiction, engaged and supervised through the mandate.
The family signs one engagement and holds one relationship. We remain accountable for the result, including the parts we do not personally sign.
First step
You do not need to know which of these you need.
Working that out is the first part of the mandate, and it is done before anything is built.
Arrange a conversation