Succession Planning & Wealth Structuring Services in UAE

Our Succession Planning Services

Succession Strategy Advisory

• Advisory on succession planning strategies for family-owned and promoter-led businesses

• Assessment of ownership transition and control considerations

• Alignment of succession plans with long-term business and family objectives

Foundation, Trust & Holding Structures

• Legal and tax opinions on the suitability of foundations, trusts, and holding structures

• Structuring advisory for DIFC, ADGM, and offshore foundation and trust frameworks

• Advisory on asset protection and ownership segregation mechanisms

Incorporation & Implementation Support

• Structuring and incorporation of foundations and trusts in UAE and international jurisdictions

• Support with drafting and review of charters, by-laws, trust deeds, and governance documents

• Coordination with legal, regulatory, and administrative requirements

Cross-Border & Family Considerations

• Advisory on cross-border succession and wealth transfer considerations

• Advisory on multi-jurisdictional family and asset structures

• Support for succession planning involving UAE and overseas stakeholders

How We Add Value

We combine technical structuring expertise with a sensitive understanding of family dynamics and long-term business continuity. Our approach focuses on clarity, governance, and regulatory alignment, helping families and business owners establish robust and sustainable succession frameworks.

Who We Work With

• Family-owned and promoter-led businesses

• High-net-worth individuals and business founders

• UAE-based families with cross-border assets

• Groups planning ownership transition or long-term wealth preservation