Clear, fixed-fee structuring for sophisticated clients. Choose the vehicle that suits your needs — Freezone Operating Company, Holding Company & SPVs, or Foundations — with banking support and governance built in.
Family office-style wealth structuring for international families with $5M–$10M+ in assets who need asset protection, succession planning, banking coordination and cross-border wealth oversight.
| Founder Essential oversight for founders, entrepreneurs and international families. |
Legacy
Strategic coordination for families building a durable wealth structure.
Recommended |
Dynasty Advanced family office-style oversight for complex cross-border wealth. | |
|---|---|---|---|
| Monthly Fee | $2,000/month | $3,000/month | $5,000/month |
| Best For | $5M+ families needing structure review | $5M–$10M international families | $10M+ or complex cross-border families |
| Strategy Meetings | 2 per year | Quarterly | Monthly or every 6 weeks |
| Annual Wealth Review | Included | Included | Included |
| Asset Protection Review | Basic | Advanced | Advanced + implementation roadmap |
| Succession Planning Review | Basic | Included | Advanced |
| UAE Foundation / Trust Planning | Review only | Strategy + coordination | Strategy + active coordination |
| Offshore Structure Review | Basic review | Included | Included |
| Banking Coordination | Limited guidance | Introductions + coordination | Active coordination |
| Investment Adviser Coordination | Not included | Annual review | Ongoing coordination |
| Insurance / Liquidity Planning | Basic review | Included | Advanced planning |
| Tax / Legal Provider Coordination | Limited | Included | Active coordination |
| Family Governance Support | Not included | Basic | Included |
| Consolidated Reporting | Not included | Annual summary | Quarterly summary |
| Document Vault / Structure Map | Basic | Included | Included + quarterly updates |
| Priority Access | Standard | Priority | High priority |
| Email / WhatsApp Support | Limited | Included | Priority |
| External Legal / Tax Fees | Not included | Not included | Not included |
Available separately for families who need a specific structure or jurisdictional solution without an ongoing monthly family office retainer.
The monthly retainer covers advisory, review, coordination and ongoing oversight. Legal drafting, tax opinions, government fees, fiduciary fees, banking projects and third-party professional costs are charged separately.
We advise DIFC, ADGM, or other free zones depending on your objective — whether trading, asset protection, or holding investments.
Typically passport copy, proof of address, CV/profile, and business plan summary. For entities, corporate docs are required.
Yes. All packages include introductions and KYC profile preparation. Banking is subject to bank approval policies.
Yes. Our published prices are fixed professional fees. Any third-party disbursements are clarified before onboarding.
Most structures are completed within 2–4 weeks depending on authority processing and document readiness.
Most structures are completed within 2–4 weeks depending on authority processing and document readiness.
Book a confidential consultation. We’ll map the right jurisdiction, entity type, and governance structure to match your goals.