Establishing a Single Family Office for a Tech Founder

Our Solutions

1. Multi-Jurisdictional Structure

• Assisted in selecting optimal jurisdictions for both business and lifestyle, prioritizing tax efficiency and legal considerations.
• Handled all documentation, fees, and provided ongoing compliance support for company management.

2. Banking & Liquidity Management

• Opened personal and corporate bank accounts in the UAE, Switzerland, and the US, ensuring full compliance and seamless management.
• Negotiated preferential banking terms, minimizing costs associated with international transactions and transfers.

3. Efficient Capital Flow

• Streamlined capital movement across jurisdictions while avoiding costly barriers.
• Collaborated with legal and regulatory experts to unlock previously frozen assets.

4. Strategic Asset Allocation

• Developed a tailored asset allocation strategy balancing risk and liquidity.
• Implemented ongoing oversight to monitor third-party managers and ensure performance aligns with client goals.

5. Dedicated Support Team

Created and managed a specialized team to provide ongoing support in key areas, including:

• Legal Aspects: Managing charity trusts, auditors, and immigration services.
• Tax Solutions: Offering strategies to optimize tax obligations across jurisdictions.
• Operational Business Solutions: Supporting day-to-day business operations.
• Cybersecurity: Implementing measures to protect digital assets and information.
• Real Estate Services: Assisting with property management and investment strategies.

Outcome

We established a fully compliant and bankable SFO that enabled efficient cross-border capital flows, optimised asset allocation, and provided comprehensive ongoing support, allowing the client to manage their wealth seamlessly and securely.