ADGM can offer family office structures for governance, investment holding, reporting, and long-term family administration.
This service is for families, principals, and advisers considering ADGM for a family office platform.
Individuals and families who need UAE advice before changing residency, ownership, asset holding, or succession arrangements.
Founders and shareholders who need structures aligned with commercial activity, control, and compliance.
Teams managing governance, reporting, investment holding, family decision-making, or cross-border coordination.
External advisers seeking UAE technical input for a client matter, transaction, or structure review.
Advice is most useful before entities are formed, assets are moved, or documents are signed.
Advice is most useful before entities are formed, assets are moved, or documents are signed.
Clients should understand UAE tax and reporting implications before relying on a structure.
Transfers, succession planning, acquisitions, and restructures should be reviewed before execution.
Legal, fiduciary, and corporate service providers need aligned instructions to avoid rework.
WTA reviews family objectives, ADGM options, operating model, governance needs, tax considerations, and implementation steps.
We review existing entities, asset ownership, residency, family objectives, documents, and decision rights.
We identify gaps, tax exposure, governance weaknesses, or structuring issues that should be resolved.
We prepare practical recommendations with the order of actions and dependencies clearly set out.
Where needed, we coordinate with legal, tax, fiduciary, corporate services, and banking teams.
ADGM family office setup should consider entity choice, governance, substance, regulatory scope, reporting, and tax alignment.
The engagement covers setup planning, option comparison, adviser coordination, governance design, and follow-up support.
We collect facts, review current documents, and confirm the client’s commercial or family objectives.
We identify tax, legal, governance, substance, reporting, and implementation considerations.
We prepare a clear advisory route with priorities, options, dependencies, and sequencing.
Where needed, we coordinate with legal, tax, fiduciary, corporate services, and banking teams.
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Speak to a seniReviewing wealth, tax and family positioning before UAE relocation.or adviser. We will identify the right area and advise on next steps — confidentially.
Speak to a seniReviewing wealth, tax and family positioning before UAE relocation.or adviser. We will identify the right area and advise on next steps — confidentially.
Speak to a seniReviewing wealth, tax and family positioning before UAE relocation.or adviser. We will identify the right area and advise on next steps — confidentially.
Speak to a seniReviewing wealth, tax and family positioning before UAE relocation.or adviser. We will identify the right area and advise on next steps — confidentially.
Speak to a seniReviewing wealth, tax and family positioning before UAE relocation.or adviser. We will identify the right area and advise on next steps — confidentially.
Speak to a seniReviewing wealth, tax and family positioning before UAE relocation.or adviser. We will identify the right area and advise on next steps — confidentially.
Ideally before you form entities, move assets, relocate, sign documents, or commit to a transaction.
WTA provides advisory and coordination support, working with legal, fiduciary, tax, and corporate service providers where needed.
Yes. UAE advice often needs to be coordinated with advisers in the client’s home, asset, or operating jurisdictions.
No. The service is also relevant for founders, privately held groups, investors, and family office teams.
Yes. Many engagements begin with a review of existing entities, documents, ownership, governance, and compliance records.
Confidential, senior-led, no-obligation first discussion. We will identify the relevant advisory area and advise on next steps.
