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 any type of vehicle (like trusts,
    foundations and special purpose vehicles).
  • Coordinating with asset managers, bankers and other experts and professionals.
SUPERVISION, REPORTING AND COMPLIANCE
  • Assisting with regulatory, tax and reporting obligations
  • 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 merger and acquisition.
  • Coordinating lawyers and professionals based in various jurisdictions.
ADVICE
  • Advising on effective international legal and tax planning solutions.
  • Advising on investment projects in real estate, business ventures, venture capital and financial assets.
  • Structuring and managing special types of private assets (for example real estate, yachts, works of art, race horses).
  • Advising 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 merger and acquisition.
  • Drawing up comprehensive financial statements and tailor-made financial reports.
PRIVATE INVESTMENT
  • Analyzing current investment holdings strategy and monitoring investment performance.
  • Selecting managers and brokers in all asset categories.
BANKING AND ASSET MANAGEMENT
  • Managing and monitoring banking and asset-manager relationships.
  • Arranging various types of financing solutions for private and business purposes.
  • Assisting with regulatory, tax and reporting obligations.

CORPORATE AND RELOCATION SERVICES

AUDIT AND ADVICE
  • Assessing Client’s needs and providing effective advice and solutions.
  • Advising on statutory guidelines and requirements.
  • Implementing various types of companies and vehicles:
    – UAE Domestic and Free Zone Companies.
    – Trusts and Foundations.
    – Assets Holding Companies in any jurisdiction.
CORPORATE MANAGEMENT AND SECRETARIAL SERVICES
  • Providing robust governance framework to fit in the regulatory environment.
  • Managing companies all throughout its business life cycle.
  • 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”).