Private Client Advisory
A structure built for one jurisdiction can trigger a different tax or succession outcome in another.
Why Private Client Advisory?
Structuring, tax exposure, succession, and family governance must be reviewed continuously as circumstances change. Estate Planning Partners structures a business or family's holdings from the UAE, with a UAE structure built to account for how tax and succession rules apply in the other countries where assets are held or operations extend.
Estate Planning Partners offers ongoing advisory to ensure alignment across jurisdictions.
An ongoing advisory relationship
Private Client Advisory is Estate Planning Partners' ongoing relationship with a business or family, reviewing how structuring, tax exposure, succession and family governance hold together as circumstances change.
Holdings across more than one country
A business or a family's holdings often span more than one country: a company with operations abroad, a property in one country, an account in another. Each jurisdiction applies its own tax treatment and its own succession rules, and those rules do not always align.
Structuring and tax, together
The way a business or its assets are structured affects how they are taxed, which in turn affects how they can be passed on. Estate Planning Partners advises on structuring and tax together, from the outset, rather than addressing each separately.
No Two Plans Are The Same
Every engagement begins with an advisory assessment of what a family holds, where, and who it is intended for. Each plan is structured around that family, and the businesses they have built. As circumstances change, the plan is revisited.