Dubai · UAE  •  Mumbai · India
Private Client & Family Office
Service · 04 of 05 / Premium Differentiator

Private Client & Family Office Support

A premium, separate practice for those who require it.

Most advisory firms deliver one mandate at a time. The needs of a UAE-based principal or family office are different: a holding structure, three operating entities, two offshore SPVs, a property portfolio, school fees, household payroll, banking on three continents, and a succession plan that pre-dated the youngest grandchild. We run that mandate as a single coordinated practice — discreet, partner-led, and intentionally separate from our standard service lines so the depth of attention is never diluted.

DIFC Family Arrangements · ADGM Foundations · DIFC Foundations · UBO
What We Cover

Sub-specialties of Private Client & Family Office Support.

Each handled by a senior partner with the regulatory and commercial fluency the engagement demands.

01

Private Office Administration

A central back office for principal affairs — diary, correspondence, household, school and lifestyle administration with absolute discretion.

02

Multi-Entity Coordination

A single coordinated view across operating companies, holding vehicles, SPVs and property entities — UAE and offshore.

03

Family Governance Support

Family constitutions, councils, charters, conflict-of-interest policies and the documentation of family-business succession.

04

Reporting Packs

Consolidated reporting across entities — net asset position, cash flow, property performance, investment portfolios and tax exposure.

05

Banking Coordination

Relationship-bank liaison, KYC refresh management, treasury structuring across local and international institutions.

06

Compliance Oversight

A single compliance owner across all entities — Corporate Tax, ESR, UBO, AML, regulatory licences and renewals.

07

Asset & Document Management

Secured document vault, signed-original tracking, title-deed custody, and structured access for nominated family members and trustees.

Who We Serve

Engagements accepted only where we can deliver genuine impact.

UHNWIs & Principals

Single-family principals requiring a discreet, partner-led private office without setting up an in-house team.

Single-Family Offices

Existing family offices augmenting in-house capability with senior UAE coordination, compliance and reporting.

Multi-Family Offices

Outsourced UAE arm for global multi-family offices needing on-the-ground execution and regulatory presence.

Trustees & Executors

Working alongside trustees and executors to administer UAE-based estate and trust assets with full audit trail.

What We Deliver

Tangible outputs — scoped, fixed-fee, defensible.

Every engagement starts with a written scope. We work to fixed fees wherever possible, tied to deliverables — not billable hours.

Discuss private client support
  • Multi-entity organisational map and consolidated calendar
  • Quarterly consolidated reporting pack (assets, P&L, cash, tax)
  • Family constitution and governance charter (where applicable)
  • Banking-relationship register and KYC-refresh schedule
  • Compliance master-register (Corporate Tax, ESR, UBO, AML)
  • Document vault with structured access for nominees
  • Annual succession-readiness review
  • Single senior partner as standing point of contact
Why TruWise

Built for this work — not bolted on as a side practice.

Confidentiality First

NDAs as standard — never on request. No public client lists, no name-dropping, no portfolio testimonials without written permission.

Single Senior Owner

One named partner owns the entire mandate. The team behind them grows or shrinks; the relationship does not change hands.

Integrated by Design

Corporate, compliance, real-estate and growth practices sit under the same roof — coordinated, not subcontracted.

Multi-Generational Lens

We measure success in decades — succession-ready structures, governance that survives the principal, and documentation a successor can actually use.

Frequently Asked

Questions clients ask before the first conversation.

A standard engagement handles one matter at a time — a formation, a tax filing, a contract review. Private Client & Family Office Support is the coordination layer above them: a single senior partner who owns the consolidated picture across every entity, every regulator, every banking relationship and every family decision. It is structurally and intentionally separate so the depth of attention does not get diluted by transactional volume.
Yes — DIFC Family Arrangements, ADGM Foundations and DIFC Foundations are established structures for family-wealth governance and succession. We assess which framework fits the family’s objectives and run the establishment, governance documentation and ongoing administration end-to-end.
No — we augment. Most existing family offices keep their in-house leadership and use us as the senior UAE coordination layer: regulatory presence, banking liaison, on-the-ground execution and discreet local relationships.
Beyond standard NDAs, we operate compartmentalised information access (only the named partner and assigned associate see the consolidated picture), encrypted document vaults with structured access controls, and a strict no-public-reference policy. We do not publish case studies on private-client engagements.
Engagement is on a retained-fee basis, sized to the complexity of the mandate. We propose a transparent annual fee at the end of the discovery phase, broken down by workstream. Fees are reviewed annually and adjusted only when the mandate materially changes — not by hourly creep.
Private Client engagements are scoped, not transactional — typical mandates start at 3+ entities or AED 50M+ in administered assets. Smaller mandates are usually better served by our standard service lines, with the option to upgrade later.