1. Governance and Succession Planning
For many families, the greatest threat to long-term wealth preservation is not market volatility but internal misalignment. As families grow, the dynamics of ownership, control, and values evolve. Without robust governance frameworks and carefully thought-out succession plans, even the most successful families risk fragmentation.
We have seen first-hand the consequences of vague decision-making processes and the lack of a shared vision across generations. Succession is not simply a legal transfer—it is a cultural and emotional handover. Many family offices are now recognising the need to establish family constitutions, governance charters, and dispute resolution protocols that respect both legal clarity and familial harmony.
2. Tax Structuring in a Globalised World
Tax efficiency has always been a cornerstone of family office strategy, but the landscape is now more demanding than ever. The OECD’s Base Erosion and Profit Shifting (BEPS) initiatives, Common Reporting Standard (CRS), and increasing transparency between jurisdictions have changed the way families must think about their structures.
Our approach is not about chasing tax havens but building robust, transparent, and flexible structures that comply with international standards while preserving wealth. We design and implement international holding structures, family trusts, private trust companies, and foundation vehicles that reflect the modern need for substance, compliance, and agility.
3. DIFC and ADGM Foundations: Modern Tools for Complex Families
The UAE offers world-class options for families looking to establish a secure and compliant base for their assets. Both the DIFC and ADGM have developed foundation regimes that are internationally respected and tailored for family wealth.
Foundations provide a valuable blend of flexibility, privacy, and asset protection. Unlike traditional trusts, foundations are legal entities in their own right, capable of owning assets directly, managing businesses, and interacting with third parties. They are ideal for:
- Intergenerational wealth planning
- Philanthropic initiatives
- Control over family-owned businesses
- Protection of legacy assets
We assist in every stage—from initial structuring and registration to ongoing compliance and governance design.
4. Intergenerational Transition and Family Dynamics
First-generation founders often struggle with how—and when—to pass on control. Meanwhile, rising generations may feel excluded, unprepared, or overwhelmed by legacy expectations. These emotional and psychological elements must be treated with the same seriousness as financial metrics.
Our team includes not only legal advisors but also specialists in family governance and education. We work closely with families to bridge generational gaps through:
- Education programmes for next-gen heirs
- Facilitated family retreats and strategic planning
- Creation of inclusive decision-making bodies
- Psychological and behavioural insights that support alignment
5. Operational Excellence and Professionalisation
As family offices mature, the need for professionalisation grows. A modern family office needs the same operational standards as a boutique investment firm. Yet many still rely on legacy systems or informal management structures.
We help clients establish best-in-class operating models, including:
- Risk management frameworks
- Outsourced Chief Investment Officer (OCIO) support
- Legal compliance and data governance
- Performance benchmarking and reporting structures
6. Digital Assets and Emerging Technologies
Family offices are increasingly active in the digital asset space—from cryptocurrencies and tokenised assets to digital real estate in the metaverse. But these opportunities bring new legal, tax, and regulatory risks.
We provide comprehensive support in:
- Digital asset custody structures
- Regulatory navigation across jurisdictions
- Tax treatment and reporting compliance
- Intellectual property protection for digital ventures
We provide comprehensive support in:
- Digital asset custody structures
- Regulatory navigation across jurisdictions
- Tax treatment and reporting compliance
- Intellectual property protection for digital ventures
7. Philanthropy, Impact Investing and ESG
Today’s wealth holders are increasingly focused on purpose as well as profit. Philanthropy, social impact investing, and ESG mandates are no longer peripheral—they are core to the strategy.
We help families build structures that are:
- Legally sound
- Tax-efficient
- Aligned with values and outcomes
- Measurable and transparent
Whether setting up charitable trusts, donor-advised funds, or ESG-focused holding vehicles, we ensure that impact ambitions are backed by legal strength and accountability.
