Services
Everything a family’s wealth needs, coordinated in one place
We work with a small number of families on a retained basis, combining investment oversight with the legal and structural work that usually sits across several separate advisers.
01
Investment advisory
Advisory and portfolio oversight with a focus on publicly traded securities: equities, corporate and sovereign credit, and derivatives, with experience across the broader range of asset classes.
- Risk profiling and definition of investment objectives
- Tailored portfolios built around a core credit and equity allocation
- Independent review of existing bank and broker portfolios: positions, fees, leverage, counterparties
- Investment ideas, research and ongoing market commentary
- Execution and custody set-up: selecting and opening the right accounts and infrastructure
02
Structuring & legal support
The right structure protects assets, simplifies succession and keeps banks and regulators comfortable. We design it with the family and coordinate the specialists who implement it.
- Holding companies, foundations and trusts: DIFC, ADGM and international
- Relocation of assets and redomiciliation of holdings
- Coordination of lawyers, auditors, banks and corporate service providers
- Support with bank onboarding, compliance and source-of-wealth documentation
03
Family office services
For families who want the discipline of a single-family office without building one, we act as the central point that sees the whole picture.
- Succession and generational planning
- Consolidated oversight of assets held across banks, brokers and jurisdictions
- Real estate and private holdings, including UAE property
- Special situations and one-off transactions requiring a trusted counterpart
How we work
1. Initial conversation
A confidential discussion of the family, its assets and what needs to change.
2. Review
We map existing portfolios, structures and counterparties and identify risks, costs and gaps.
3. Engagement
An agreed scope and fee, either an ongoing retainer or a defined project, depending on the family’s needs.