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Private Wealth and Family Office

Private Wealth Lawyer in Dubai

Davidson & Co stands tall among private wealth law firms in Dubai because of our experienced lawyers. We are dedicated to offering sophisticated and tailored legal solutions for high net worth individuals, families, and their family offices.

We understand that managing and preserving wealth across generations involves complex legal, financial, and personal considerations. The goal of our family office wealth management services is to provide discreet, personalised advice and services that address the unique needs and goals of each client, ensuring their legacy and wealth are protected, managed efficiently, and transferred according to their wishes while meeting both UAE and international compliance standards.

Our team of lawyers in Dubai can help you deal with the following legal matters pertaining to private wealth and family office:

Our Legal Services for Private Wealth & Family Office

Estate Planning and Administration

Davidson & Co assists clients in planning and managing their estates, including drafting wills, setting up trusts, and handling probate processes. We ensure that the client’s assets are distributed according to their wishes while minimising tax implications and potential disputes, in compliance with DIFC Wills and Probate Registry Rules and UAE Personal Status Law.

Family Office Advisory

We advise on strategies to protect assets from potential claims and liabilities. This involves structuring asset ownership and using legal tools such as trusts to safeguard wealth against unforeseen circumstances. Our family office services in Dubai are tailored to provide full support to family offices and their cross border operations, including succession planning and governance frameworks.

Asset Protection

We provide legal structuring to protect assets from potential risks, ensuring compliance with the UAE Civil Transactions Law and international regulations. Our expertise as private wealth management lawyers ensures robust solutions for long-term wealth security, protecting clients from creditor claims and market volatility.

Philanthropy and Charitable Giving

The firm assists clients in structuring their philanthropic activities, including establishing charitable trusts or foundations, ensuring tax efficient giving, and aligning charitable efforts with broader estate planning goals, following OECD Common Reporting Standards (CRS) for international transparency. We also provide advice on cross-border charitable activities and global reporting obligations.

Business Succession Planning

Davidson & Co helps business owners plan for the future transition of their businesses. This includes structuring buy-sell agreements, preparing the next generation for leadership, and ensuring the company continues smoothly without disruption, guided by the UAE Companies Law. Our lawyers also coordinate with tax specialists to secure multi-jurisdictional approvals where family businesses operate abroad.

Tax Planning

The firm provides tax planning services to minimise the impact of taxes on wealth accumulation and transfer. This includes advising on local and international tax laws, structuring transactions, and preparing for tax efficient estate transfers under the UAE Federal Tax Authority (FTA) Regulations and double tax treaties. We ensure compliance with CRS and FATCA requirements to reduce risk in international asset holdings.

International Wealth and Estate Planning

Our team offers specialised services for clients with assets and interests in multiple countries. They provide advice on cross border estate and tax planning issues, ensuring compliance with DIFC Trust Law and international private law frameworks. This includes managing multi-jurisdictional wills, offshore trust structures, and inheritance recognition in common law and civil law jurisdictions

Dispute Resolution

The firm represents clients in resolving disputes related to wealth management, such as will contests, trust disputes, and issues arising from estate administration. We also act in mediation and arbitration under the DIFC LCIA Arbitration Centre, where appropriate, helping families reach private, enforceable settlements without reputational damage.

What Law Governs Private Wealth & Family Office in the UAE?

As part of our commitment to transparent and reliable private wealth management, Davidson & Co ensures all services are conducted in accordance with:

  • DIFC Trust Law
  • DIFC Wills and Probate Registry Rules
  • UAE Civil Transactions Law
  • UAE Personal Status Law 
  • UAE Companies Law
  • OECD CRS and global tax compliance frameworks

     

These laws regulate inheritance, succession, asset protection, family offices, and international estate planning across Dubai and beyond.

Davidson & Co – Your Strategic Partner in Private Wealth

Through private wealth management and family office services in Dubai, we are committed to preserving your legacy and ensuring the prosperity of future generations. Our private wealth lawyer team provides strategic guidance and expert solutions tailored to the unique complexities of managing significant wealth.

With extensive experience as Family Office Lawyers, our integrated approach ensures clients receive comprehensive support across estate planning, structuring, and dispute resolution, while safeguarding wealth against legal, tax, and cross-border risks.

Frequently Asked Questions

Yes. We advise clients to register wills under the DIFC Wills and Probate Registry Rules or local UAE courts for enforceability.

Absolutely. Our family office services in Dubai cover governance, structuring, compliance, and cross border management.

Yes. Our private wealth advisor team provides international structuring under OECD CRS and double tax treaty frameworks.

Yes. Our legal team ensures smooth transitions under the UAE Companies Law with buy sell agreements and leadership preparation.

We are recognised for delivering trusted private wealth management solutions in Dubai, with an experienced private wealth management lawyer team supporting high net worth individuals and families.

Yes. Under DIFC Trust Law and DIFC Foundations Law, trusts and foundations can be established to protect assets, manage wealth, and plan succession. Our team assists clients in structuring these vehicles to ensure compliance and enforceability.

Absolutely. We represent clients in disputes involving assets in multiple jurisdictions, ensuring recognition of wills, trusts, and inheritance rights under UAE and international private law frameworks.

Confidentiality is central to our services. We adopt strict protocols to protect client data, financial details, and family arrangements, ensuring sensitive information remains secure throughout estate planning, structuring, and dispute resolution.

Key Contacts

News & Blog Highlights

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