Services
Protecting Wealth Through Strategic Structures in Dubai & Switzerland
At Lepidus Wealth, our services are designed to address every layer of asset protection and legacy planning. We focus on bespoke, jurisdiction-specific strategies that combine legal, banking, and fiduciary tools to ensure your wealth is preserved, transferred, and optimized for generations.
Our
Flagship Services
Dubai Foundations (DIFC & ADGM)
Flexible, tax-efficient structures that safeguard assets, enable smooth succession, and offer privacy. Ideal for family businesses, real estate holdings, and cross-border investments.
Dubai Wills
Secure your estate in the UAE with wills drafted to comply with local regulations while respecting your personal wishes. We work with experienced legal partners in the DIFC and ADGM to ensure seamless execution and recognition.
Special Purpose Vehicles (SPVs)
Custom-structured entities within DIFC or ADGM that provide asset isolation, facilitate complex transactions, and enhance control over investments and holdings.
Swiss Private Banking
Access to Switzerland’s most respected private banks, with tailored investment strategies, dedicated relationship management, and world-class discretion.
UAE Mortgages
Tailored mortgage solutions for residents, non-residents, and investors purchasing property in the UAE. We work with leading local and international lenders to secure competitive rates, optimal terms, and financing structures aligned with your investment and residency goals.
Citizenship by Investment
Obtain a second passport through government-approved investment programs, offering increased global mobility, expanded business opportunities, and enhanced personal security.
Dubai Real Estate Investment & Golden Visa
Leverage Dubai’s thriving property market to grow your wealth while securing long-term residency through the UAE’s Golden Visa program, with tax advantages and lifestyle benefits in one of the world’s most dynamic cities.
Universal Life Insurance (Long-Term Life Insurance)
Flexible, permanent coverage that combines a guaranteed death benefit with cash-value accumulation. Integrates seamlessly with estate planning to provide liquidity for heirs, structured wealth distribution, and optional retirement income access. May offer tax advantages depending on your jurisdiction—please consult a qualified tax advisor for personalized guidance.
Additional Services
While our flagship services are the cornerstone of our practice, we offer a comprehensive range of solutions to meet diverse client needs:
- Dubai Trusts: Asset segregation and protection for high-value holdings.
- Swiss Trusts & Foundations: Structuring for international investments and long-term planning.
- Family Office Setup: Centralized management of family wealth, governance, and investment strategy.
- Offshore Company Formation: Jurisdiction selection, incorporation, and compliance.
- Asset Protection Advisory: Risk assessment and structuring for complex portfolios.
- Succession & Legacy Planning: Frameworks for smooth wealth transfer across generations.
- Cross-Border Banking Setup: Multi-jurisdictional accounts for diversified access.
- Tax Residency Structuring: Strategies for optimizing tax obligations in line with lifestyle and business goals.
How We Work
Private Consultation
Our industry-leading free and customized asset protection plan, designed after understanding your assets, goals, and risk profile.
Strategy Design
Selecting the right jurisdictional tools and structures.
Implementation
Coordinating with our licensed partners, legal counsel, and banking relationships.
Ongoing Support
Continuous monitoring, adaptation, and advisory.
Start Building Your Bespoke Wealth Protection Strategy
Discover a bespoke, jurisdiction-specific strategy that integrates legal structures, banking solutions, and legacy planning to protect your assets, preserve your family’s wealth, and ensure generational continuity.