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PRIVATE WEALTH MANAGEMENT

Structure wealth with the next generation in mind.

AR Associates supports individuals, families and family offices with foundations, trusts, succession planning and private wealth structures designed around ownership, continuity and long-term family objectives.

Foundations Trusts Succession Family Governance
WEALTH STRUCTURING

Wealth is rarely just an asset question. It is also about ownership, succession and governance.

For families, private individuals and family offices, the way assets and ownership interests are structured can influence how they are administered, transferred and preserved over time.

Foundations, trusts and related holding structures can provide a framework for long-term ownership, succession planning, family governance and philanthropic objectives, depending on the client’s circumstances and requirements.

01
OWNERSHIP Structure how assets and interests are held.
02
SUCCESSION Plan for continuity between generations.
03
GOVERNANCE Define how long-term family objectives are managed.
AREAS WE SUPPORT

Structures designed around family, ownership and continuity.

The appropriate structure depends on the assets involved, family objectives, ownership arrangements and the jurisdictional requirements that apply. AR Associates helps clients evaluate and coordinate the structure around those considerations.

01
FOUNDATIONS

Foundation Structuring

Support with establishing foundation structures for long-term ownership, succession and family objectives.

02
TRUSTS

Trust Structures

Guidance around trust arrangements where they form part of a broader ownership, succession or estate structure.

03
SUCCESSION

Succession Planning

Structuring ownership and governance considerations around continuity between generations.

04
FAMILY GOVERNANCE

Family Governance

Helping define roles, decision-making frameworks and governance arrangements around family-held interests.

05
PHILANTHROPY

Philanthropic Structures

Support with structures intended to organise charitable giving and longer-term philanthropic objectives.

06
CONTINUITY

Ongoing Administration

Coordination of documentation, governance and ongoing administrative requirements connected to the structure.

PRIVATE CLIENT ADVISORY

Each structure should reflect the client’s specific objectives and circumstances.

PLAN FOR CONTINUITY

Structure today with the future in mind.

Speak with AR Associates about foundations, trusts, succession, family governance or other private wealth structuring requirements in the UAE.