WTA International | USA

UAE Wealth and Family Office Advisory for US Families

Discreet UAE wealth structuring, investment and succession advisory for US high-net-worth families and family offices.
Get in touch →

Services / UAE Wealth and Family Office Advisory for US Families

JUMP TO

Speak to WTA

Confidential discussion with a senior fiduciary adviser about your family’s UAE requirements.
Request Consultation

Who This Is For

This is for US high-net-worth families and family offices with UAE business interests, investments, or succession and administrative needs.

Managing UAE Business Interests

Families with an existing UAE company, investment or asset base.

Structuring UAE Investments

Family offices looking to hold or manage investments through a UAE vehicle.

Planning UAE Succession

Families needing to address succession for UAE-held assets or structures.

Coordinating With an Existing Adviser

Typically arriving through a referral from a trusted legal, tax or wealth adviser.

UAE Wealth Structuring Considerations

We advise on how UAE holding structures, investment vehicles and business interests fit into a family’s broader wealth position, working from the UAE side of the structure and its specific requirements rather than presenting any single approach as universal.

Holding Structures

Reviewing UAE holding structures for family assets.

Investment Vehicles

Structuring UAE investment vehicles aligned to family goals.

Business Interests

Integrating UAE business interests into the family’s broader wealth position.

Succession Alignment

Ensuring the UAE structure aligns with the family’s succession plans.

Succession and Administration

For families with UAE assets or structures, succession and ongoing administration need the same attention as the initial setup. We advise on UAE succession considerations and provide ongoing administration for UAE structures over time.

Working With Your Existing Advisers

Family offices and HNW families typically have established US legal, tax and wealth advisers already in place. We work alongside them on the UAE elements specifically, rather than positioning WTA as a replacement for existing relationships.

FAQ

Frequently Asked Questions

Does WTA work directly with family offices, or only individual family members?

Both. We advise family offices and individual family members directly on UAE structuring, investment and succession matters.

Is this UAE advisory relationship handled discreetly?
Yes. Family office and HNW engagements are handled with the same discretion as our standard family advisory work.
Will WTA replace our family's existing US advisers?

No. We work specifically on the UAE elements of your structure and coordinate directly with your existing US legal, tax and wealth advisers.

What if we're not sure whether this applies to our situation?
Get in touch and we’ll talk through your circumstances before recommending anything.