CW Partners offers customized solutions, advice and management services on a full range of matters across 4 service lines

WEALTH PLANNING AND FAMILY OFFICE SERVICES

ADVICE
  • Reviewing international wealth and succession planning strategies.
  • Advising on long-term governance, international wealth and succession planning and administration solutions.
  • Advising on investment projects in real estate, business ventures and financial assets.
MANAGEMENT
  • Managing any type of wealth and succession planning vehicles.
  • Structuring ownership of worldwide assets using trusts and any type of special purpose vehicles.
  • Coordinating with asset managers, bankers and other experts and professionals.
SUPERVISION, REPORTING AND COMPLIANCE
  • Assisting with regulatory, tax and reporting requirements.
  • Implementing comprehensive and effective administrative assistance.

LEGAL AND TAX SERVICES

AUDIT
  • Reviewing current legal and tax situations and arrangements.
  • Conducting legal and tax due diligence for corporate restructuring and business sale and purchase.
  • Coordinating with reputed lawyers based in various jurisdictions for cross-border transactions.
ADVICE
  • Advising on accurate and effective international legal and tax planning solutions.
  • Advising on investment projects in real estate, business ventures, venture capital and financial assets.
  • Advising on structuring special types of private assets and their ownership and management (for example real estate, yachts, works of art, race horses).
  • Advising, implementing and managing corporate structuring and restructuring (equity financing, merger and acquisition transactions, shareholder’s agreements).
NEGOTIATION AND DISPUTE RESOLUTION
  • Advising on claims, negotiation and litigation.
  • Implementing mediation and litigation strategies.
  • Managing relationships with local tax authorities.

ACCOUNTING AND FINANCIAL SERVICES

AUDIT AND ACCOUNTING
  • Conducting accounting and financial due diligence for corporate restructuring and business sale and purchase.
  • Drawing up comprehensive financial statements and tailor-made financial reports.
PRIVATE INVESTMENT
  • Analyzing current investment holdings strategy, providing consolidated examination and monitoring investment performance.
  • Selecting highly-regarded managers and brokers in all asset categories.
BANKING AND ASSET MANAGEMENT
  • Managing and monitoring banking and asset-manager relationships.
  • Arranging various types of financing and guarantees as much for private as for business purposes.
  • Assisting with regulatory, tax and reporting requirements.

CORPORATE AND RELOCATION SERVICES

AUDIT AND ADVICE
  • Assessing Client’s needs, reviewing current structures and providing with efficient advice and solutions.
  • Advising on statutory guidelines and requirements.
  • Implementing various types of companies and vehicles, i,e. the following:
          UAE Domestic and Free Zone Companies.
          – Trusts and Foundations (in Dubai International Financial Centre (“DIFC”)
             and Abu Dhabi Global Market “ADGM”).
          – Assets Holding Companies:
            Special Purpose Vehicles, Offshore Entities within and outside the UAE).
CORPORATE MANAGEMENT AND SECRETARIAL SERVICES
  • Providing robust governance framework to fit in the regulatory environment.
  • Managing companies all throughout its business life cycle: from registration, to annual maintenance, ongoing ad-hoc support and liquidation.
  • Preparing Minutes of the Meeting and Board Resolutions for the Company’s Annual General Meeting.
  • Providing Corporate Governance and Non-Executive Director Services.
  • Maintaining statutory records and safekeeping.
  • Providing Registered Agent Services.
UAE RESIDENCY AND RELOCATION
  • Advising on UAE Residency regimes and requirements.
  • Providing comprehensive and ongoing assistance within the relocation process.
  • Maintaining full residency substance in the UAE.
  • Advising on international tax aspects and obtaining a Tax Residence Certificate (“TRC”).