Dubai · UAE  •  Mumbai · India
HNIs & Family Offices
Audience · 02 of 05 / Discreet Counsel

HNIs & Family Offices

Discreet, partner-led UAE coordination for principals and family offices.

A principal or family office in the UAE rarely has one mandate at a time. There's 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 coordinate that mandate as a single integrated practice — discreet, partner-led, and intentionally separate from our standard service lines so the depth of attention is never diluted.

Typical Situation

What we usually see when HNIs & Family Offices first call.

Recognise yourself in any of these? You're in the right place.

Confidentiality is non-negotiable

Every counter-party, structure and amount stays inside the engagement. NDAs as standard, never on request, with compartmentalised access.

Multi-jurisdictional complexity

Operating entities, holding vehicles, offshore SPVs, real-estate, school fees and household payroll — spread across UAE and offshore.

Succession-readiness

Documentation that an executor can actually use. Family-business governance that survives the principal.

A single senior point of contact

No vendor-of-the-month, no junior triage. One named partner who owns the consolidated picture across every entity and regulator.

How We Help

What a typical HNIs & Family Offices mandate covers.

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

Discuss a confidential mandate
  • Holding structure design — UAE Mainland / Free Zone, DIFC and ADGM Foundations, RAK ICC and JAFZA Offshore
  • Golden Visa structuring (property route, public-investment route, dependants, renewal planning)
  • Family governance: constitutions, councils, charters, conflict-of-interest policies, succession documentation
  • Banking-relationship liaison and KYC-refresh management across local and international institutions
  • Multi-entity compliance oversight (Corporate Tax, ESR, UBO, AML) under one master register
  • Consolidated reporting: net asset position, cash flow, property performance, investment portfolios, tax exposure
  • Asset and document management with structured access for nominated family members and trustees
Why TruWise

Why HNIs & Family Offices choose us.

Four attributes our clients consistently cite as the reason they refer us, year after year.

Confidentiality First

NDAs by default. No public client lists, no name-dropping, no portfolio testimonials without written permission. Our best mandates are confidential by client preference — we treat that as a feature.

One Senior Owner

A 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 HNIs & Family Offices ask before the first call.

Private-client mandates are retained-fee, sized to mandate complexity rather than hourly rates. 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.
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.
Yes — DIFC Family Arrangements, ADGM Foundations and DIFC Foundations are the established frameworks for family-wealth governance and succession. We assess which 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.
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.
Begin a Conversation

If this profile fits, the first conversation is on us.

Tell us briefly what you're navigating — a senior partner will respond personally within one business day. NDA-protected, complimentary, no obligation.