Services · The Global Wealth Compass

Six areas. One Global Wealth Strategy.

The focus of “diversification” has been shifting from purely spreading your investments to every aspect of your wealth and life. Our Global Wealth Compass compartmentalizes your risks into six areas that, considered in combination, build true diversification and the basis for lasting, generational wealth, no matter the turbulence thrown at you.

Global Wealth CompassIntro · Explorer · Navigator · Strategist Individual ServicesLiquidity · Wealth Management · Investments · Corporate Structuring · Dubai Real Estate

The six areas

Why we consider areas in combination.

A residence impacts your taxes. Your taxes are a big factor in where your companies belong. Your companies decide where you bank and where you need redundancies. Your banking system decides what you can invest in and how quickly you can act. That is why we plan the areas together.

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  1. Keep what you have built out of reach of risks that are not yours.

    Ownership and control arranged so that what you have built is shielded from risks that have nothing to do with it: business liabilities, political intervention, or one jurisdiction changing its rules. And so that it reaches the next generation the way you intend.

    • Trusts & foundations
    • Holding and ownership structures
    • Separating business and private risk
    • Succession & estate planning
    • Family governance

  2. More than one bank, one country and one currency.

    One bank, one country, one currency is a single point of failure. We build private and corporate banking relationships across jurisdictions, with deliberate redundancy, so that a frozen account, a sanctions decision or a banking crisis in one place does not stop your life or your business.

    • Private banking relationships
    • Corporate & personal accounts
    • Non-resident accounts
    • Multi-currency set-up
    • Access to credit and liquidity

  3. Pay tax where it makes sense, lawfully and defensibly.

    Where you live, where your companies are managed and where your assets sit decide what you pay. We plan your personal and corporate tax position across countries so that every change is lawful, documented and defensible, including leaving a high-tax system and selling a company or an asset.

    • Personal tax residency
    • Exit and relocation planning
    • Corporate tax & substance
    • Double tax treaties
    • Tax-efficient sale of a company or asset

  4. More than one place to live, and more places to go.

    Second residency and citizenship programmes, chosen for your family, your taxes and your plans: golden visas, investor residence and government-approved citizenship routes, weighed on travel, timeline, tax and how a passport is regarded by banks.

    • Residency by investment
    • Citizenship by investment
    • UAE Golden Visa
    • Family and travel planning
    • A Plan B residence

  5. Companies set up or relocated to where they serve you best.

    UAE mainland and free-zone companies, US companies and international holdings, formed where they serve the wider plan and with the substance to stand up to scrutiny. When your business already exists elsewhere, we plan how its management and operations move with you.

    • Company formation: UAE, US, international
    • Holding structures
    • Company migration & redomiciliation
    • Substance & compliance
    • Family office set-up

  6. Grow what you have, in line with your plans.

    Protection is half of the job; growth is the other half. A clear investment strategy, a defined allocation across asset classes, currencies and jurisdictions, and access to opportunities that fit your structure, your residence and your horizon. And when growth needs capital, our standalone liquidity procurement service: US funding, starting from 0% interest, without selling what you want to keep.

    • Investment strategy & allocation
    • Portfolio review
    • Asset management
    • Private markets & real estate

What we do

Choose how you want to work with us.

Each route combines different levels of strategy, access, implementation support, and ongoing involvement.

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Two areas

Global Explorer

Two areas, planned properly.

AED 35,000Advisory · your roadmap

  • Choose your two areas when you book, or decide them with us in the first call
  • Complete our personalized assessment to have the first call tailored to your situation
  • Two advisory calls, 60 minutes
  • Implementation cost assessment
  • Personalized roadmap with options, sequence and clear result structures
  • 30 days of follow-up support from our team

On requestExecution · roadmap + implementationExplore your options, including implementation. Priced to your individual requirements.

Everything in Advisory, plus:

  • The roadmap implemented for you: companies, bank accounts, residency applications and structures carried through
  • One team coordinating every step and every partner involved
  • Additional support during and after implementation
More about the Global Explorer
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Four areas

Global Navigator

Four areas, and how they interact.

AED 55,000Advisory · your roadmap

  • Choose your four areas when you book
  • Complete our personalized assessment to have the first call tailored to your situation
  • The interactions between the four areas mapped out
  • Three advisory calls, 60 minutes
  • Personalized roadmap with options, sequence and clear result structures
  • 60 days of follow-up support from our team

On requestExecution · roadmap + implementationExplore your options, including implementation. Priced to your individual requirements.

Everything in Advisory, plus:

  • The roadmap implemented for you: companies, bank accounts, residency applications and structures carried through
  • One team coordinating every step and every partner involved
  • Additional support during and after implementation
More about the Global Navigator
Holistic Strategy
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All six areas

Global Wealth Strategist

All six areas. One Global Wealth Strategy.

AED 95,000Advisory · your roadmap

  • No selection needed: the questionnaire link arrives right after booking
  • One overall strategy across all countries and all six areas
  • Four advisory sessions, online or in person in Dubai if you wish
  • Complete inclusion of your partner or family
  • Three months of post-roadmap follow-up support by our team
  • Your roadmap updated after 12 months

On requestExecution · roadmap + implementationExplore your options, including implementation. Priced to your individual requirements.

Everything in Advisory, plus:

  • The roadmap implemented for you: companies, bank accounts, residency applications and structures carried through
  • One team coordinating every step and every partner involved
  • Additional support during and after implementation
  • Preferred and prioritized processing of your workflows
More about the Global Wealth Strategist
Global Intro Not looking for a roadmap? Looking for advice on a specific topic? Book a private session. One hour, one area, one expert. AED 950

Side by side

What each route includes.

Global IntroGlobal ExplorerGlobal NavigatorGlobal Wealth Strategist
Areas124All 6
AdvisoryAED 950AED 35,000AED 55,000AED 95,000
Execution–On requestOn requestOn request
Advisory sessions1 call × 60 min2 calls × 60 min3 calls × 60 min4 sessions, in person if you wish
Personalized roadmap–✓✓✓
Interactions between areas––✓All of them
Follow-up support–30 days60 days3 months
Roadmap update after 12 months–––✓

Advisory or Execution?

Advisory does not include the implementation, it can be added later. With the Execution service we take care of implementation for you, priced on request to your individual requirements. Not included are third-party fees, such as those of authorities, registries and banks, external start-up and setup costs, and travel and lodging costs.

Individual services

Or start with one specific need.

Not every question needs a full roadmap. These services stand on their own, delivered by the same team, with the rest of your situation in mind.

Liquidity ProcurementLiquidity when you need it, without selling what you want to keep. Wealth ManagementYour portfolio managed within an agreed mandate, with the rest of your structure in view. Investment OpportunitiesOpportunities chosen for your situation, not taken from a product shelf. Corporate StructuringCompanies set up or relocated to where they serve you best. Dubai Real Estate AdvisoryProperty in Dubai, bought with a plan: area, developer, structure and visa.

Your situation,considered.

Not sure this is the right route? Let’s talk.

Speak to us