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We are a general wealth management firm, and we focus on these aspects of wealth management: Investment management - asset allocation, risk allocation, manager selection and evaluation. Financial planning - financial planning for education, retirement, and family. Estate planning - wealth transfer strategies before and after death, trust services. Personal risk management - casualty insurance, liability insurance, life insurance, long-term care insurance, medical insurance, and property insurance. Tax planning. Asset protection - offshore trusts, offshore business structures, and second passports. Private Banking - loans and credit. Wealth Management Education - for you and your future heirs.

What Makes Us Unique: Global Outlook Long-Term Focus Independent Opinion Fee-Based Model Complete Approach to Wealth Management

How we are compensated: We charge an hourly fee. We do not receive any broker fees or commissions from products we recommend to you. We do not receive any referral fees or commissions for professional introductions made on your behalf.

How our service works: Contact us by email to schedule a free initial consultation in person or by phone. If you decide one or more of our services are for you, then you can schedule a minimum one hour advisory session with us.

Frequently Asked Questions: What is Wealth Management? How Do I Choose a Wealth Manager? What Services Does a Wealth Manager Provide? How Much Does a Wealth Manager Cost in Dubai? What Should I Expect From My Wealth Manager? What is the Difference Between Wealth Management and Investment Management? What is the Difference Between Wealth Management and Private Banking?

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About Dubai Dubai is a fast growing offshore wealth management center. What is unique about Dubai compared to other offshore wealth management centers is the high quality of life it provides in terms of safety, weather, outdoor activities, food, and the rich local and international culture. Dubai is one of the few offshore wealth management centers where you can have your wealth managed and you would also want to live year round.

Dubai Quality of Life Facts: Dubai is consistently ranked in the top five safest cities globally. Dubai features excellent weather year round. Warm sea temperatures that offer year round swimming. A rich public infrastructure that that caters to outdoor activities such as biking, hiking, walking, running, tennis, and volleyball.

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Dubai Financial Facts: As of 2023, Dubai is currently ranked 21st in the Global Financial Centers Index. Dubai is currently ranked number 1 in the Middle East Region as an offshore financial center. Best Financial Advisors in the UAE Top 10 Asset Managers in the UAE Dubai is the Newest Notspot for Wealth Management GCC Wealth Management Boom Indepedent Wealth Management Forum

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