Dubai · Sharjah · UAE  •  Pune · India
Private Client & Family Office
Service · Premium Differentiator

Private Client & Family Office Support

A premium, separate practice for those who require it.

For a UAE-based principal or family office, private affairs rarely sit within one structure. Operating businesses, holding companies, investment vehicles, property interests, UAE and offshore assets, banking relationships and succession priorities often need to work together. Our private client advisory Dubai approach brings these moving parts into one coordinated mandate — with senior oversight across wealth planning, corporate structures, compliance, reporting and family governance. We support families with private-office administration, multi-entity coordination, family governance, consolidated reporting, banking liaison, asset and document management, compliance oversight and succession planning. Where structures involve DIFC, ADGM, Free Zones or cross-border assets, we coordinate the relevant commercial and regulatory considerations with trusted professional advisers — making the service relevant to families establishing, reviewing or strengthening a UAE family office, and to principals seeking a more organised approach to long-term wealth structuring.

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.

Private Office Administration

A discreet central support function for principal affairs — diary, correspondence, household, school, lifestyle and administrative coordination. We help bring personal and family administration into a structured operating framework while maintaining the discretion expected in private client advisory.

Multi-Entity Coordination

A consolidated view across operating companies, holding structures, SPVs, investment vehicles and property entities — UAE and offshore. We coordinate ownership records, compliance calendars, reporting requirements and key actions so important obligations remain connected.

Family Governance Support

Support for family constitutions, governance charters, family councils, decision rights, conflict-of-interest frameworks and succession documentation — focused on creating clarity around family and business decisions as responsibilities move across generations.

Reporting Packs

Consolidated reporting across entities and assets — net asset position, cash flow, property performance, investment holdings, liabilities and relevant tax exposure. Structured around the information principals, family offices and advisers need for informed decisions.

Banking Coordination

Relationship-bank liaison, KYC and documentation coordination, account administration and treasury-related support across UAE and international banking relationships — maintaining visibility over requirements, pending actions and key banking relationships.

Compliance Oversight

A coordinated compliance view across Corporate Tax, ESR, UBO, AML, regulatory licences, renewals and relevant reporting obligations — helping families and family offices maintain organised records and clear oversight across multiple entities.

Asset & Document Management

Structured management of important family and asset records — ownership documents, title deeds, signed originals, corporate records and key agreements. Access can be organised for nominated family members, trustees and professional advisers where appropriate.

Who We Serve

Engagements accepted only where we can deliver genuine impact.

UHNWIs & Principals

Discreet, partner-led private client advisory for principals who need coordinated wealth planning, UAE structures, banking liaison and family administration without building a full in-house private office.

Single-Family Offices

Senior UAE coordination for established family offices seeking additional capability across governance, compliance, reporting, banking relationships, wealth structures and local execution.

Multi-Family Offices

An outsourced UAE coordination layer for global multi-family offices requiring local regulatory awareness, on-the-ground execution and trusted coordination across family and corporate interests.

Trustees & Executors

Support for trustees and executors administering UAE-based family, estate and trust-related assets — with organised documentation, reporting, compliance coordination and a clear 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, ownership overview and consolidated calendar
  • Quarterly consolidated reporting pack covering assets, P&L, cash, property and tax
  • Family constitution and governance charter, where applicable
  • Banking-relationship register and KYC-refresh schedule
  • Compliance master-register covering Corporate Tax, ESR, UBO, AML and renewals
  • Structured document vault with controlled access for nominees and advisers
  • Annual succession-readiness and wealth-structure review
  • Single senior partner as standing point of contact across the wider mandate
Why TruWise

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

Confidentiality First

Confidentiality and discretion are built into the engagement from the outset. Sensitive family, wealth, banking and business information is handled on a need-to-know basis, with appropriate confidentiality arrangements established where required.

Single Senior Owner

One named senior partner remains accountable for the mandate. Whether the work involves family governance, corporate structures, property, tax, compliance or banking coordination, the relationship remains with one senior point of contact.

Integrated by Design

Corporate, compliance, tax, accounting, real-estate and private-client considerations often overlap. Our integrated UAE advisory model allows these areas to be considered together — reducing the need for families to coordinate disconnected recommendations from multiple advisers.

Multi-Generational Lens

Family wealth planning should consider more than the immediate decision. We look at ownership, governance, documentation and succession with a long-term perspective, helping families prepare structures and information that remain useful as responsibilities move between generations.

Frequently Asked

Questions clients ask before the first conversation.

A standard corporate or compliance engagement usually addresses a defined matter — company formation, tax filing, accounting or a regulatory requirement. Private Client & Family Office Support operates at a wider coordination level, bringing together wealth structures, multiple entities, family governance, banking, reporting, compliance and succession considerations under one senior relationship.
We can advise on the UAE considerations involved in establishing or reviewing a family office structure — including corporate setup, governance, reporting, compliance and ongoing coordination. Depending on the family’s objectives, this may involve reviewing DIFC or ADGM structures, family arrangements or foundations, and coordinating with appropriate legal, fiduciary, tax and corporate service specialists for implementation.
Not necessarily. Our role can complement an existing family office, internal finance team, trustees or external advisers. We can provide additional UAE coordination, reporting, compliance oversight, banking liaison or senior advisory support where internal capacity is limited or several professional relationships need to work together.
Confidentiality is treated as a baseline requirement rather than an additional service. Engagements are handled discreetly, information is shared only with the relevant people involved in the mandate, and appropriate confidentiality arrangements and controlled document access are established where required.
Fees depend on the complexity of the family structure, number of entities, jurisdictions involved, reporting requirements and level of ongoing support required. We begin with a defined scope and clear deliverables, and use fixed-fee arrangements wherever the nature of the work allows.
There is no single mandate that fits every private client or family office. We first assess the objectives, structure, assets and level of coordination required, then determine whether TruWise can provide genuine value. For suitable engagements, the scope and deliverables are agreed clearly before work begins.