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The Solution

  1. DIFC Foundation as apex governance vehicle with family council and independent member.
     

  2. Discretionary Sub-trusts per branch with waterfalls, letters of wishes, and protector oversight.
     

  3. Multi-jurisdiction holdings: UAE SPVs for regional assets; Swiss/UK SPVs for equity; dedicated IP SPV.
     

  4. Capital Classes (A — Control; B — Economic; C — Performance-linked) with veto mechanics.
     

  5. IPS codified: risk buckets, rebalancing bands, drawdown pacing.
     

  6. Quarterly governance cadence: NAV reviews, stress tests, liquidity ladder, secure data room.
     

  7. Regulatory & tax hygiene completed: ESR, CRS/FATCA, KYC refresh, Swiss/UK tax certificates.

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01 - CLIENT SUCCESS STORY

Multi-Generational Structuring of Eight-Figure Family Wealth

Objectives

  • Preserve and strategically organize an eight-figure capital base across three generations, spanning multiple residencies.
     

  • Reduce structural inefficiencies while maintaining control, distributions, and mobility.
     

  • Segment assets (liquidity, endowment, entrepreneurial) with codified rebalancing and distribution rules.
     

  • Frame confidentiality for operating holdings and sensitive IP, and manage creditor risk in accordance with applicable law.
     

  • Institutionalize governance and evidence bankability (KYC/AML, UBO, CRS/FATCA).

Solutions

  1. A foundation serving as the apex governance vehicle, supported by a family council and independent oversight.
     

  2. Branch-level discretionary sub-trusts with defined distribution waterfalls, letters of wishes, and protector oversight.
     

  3. A multi-jurisdictional holding structure, with dedicated vehicles aligned to asset classes and regulatory requirements.
     

  4. Segregated capital classes (Control, Economic, Performance) with clearly defined governance and veto rights.
     

  5. A codified Investment Policy Statement (IPS), including risk allocation, rebalancing parameters, and drawdown discipline.
     

  6. A structured governance cadence, including periodic NAV reviews, stress testing, liquidity management, and secure reporting infrastructure.
     

  7. Full regulatory and tax alignment, including applicable reporting standards, compliance frameworks, and jurisdictional coordination.
     

  8. End-to-end execution coordinated with licensed financial, legal, and corporate partners.

Outcomes

  • Full deployment within 16 weeks; Tier-1 banking relationships established across key jurisdictions, subject to standard onboarding processes and counterparties’ discretion.
     

  • Structural inefficiencies reduced by approximately 30–35% on a pro forma basis, while fully preserving founder control.
     

  • Family governance formalized, with charter ratified and arbitration framework established.
     

  • Disciplined adherence to the Investment Policy Statement, with portfolio alignment exceeding 90% over a 12-month period and liquidity runway extended to approximately 18 months.
     

​All execution and implementation are carried out exclusively through duly licensed financial institutions, trustees, and regulated counterparties within their respective jurisdictions.

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