Wealth management

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Publication date: 26.09.2025

Reading time: 4 minutes

Number of views: 58

№ Stage Term (days) Cost

1
Initial consultation and asset analysis
2 AED 1,732.50
Actions of the consultant:
Conducts a detailed interview to identify your financial goals, investment horizons, and risk tolerance.
Collects and analyzes information about the client’s current assets, investments, and liabilities.
Assesses the tax and legal status of your assets in line with UAE legislation and international standards.
Identifies key opportunities and vulnerabilities within the existing capital structure.
2
Development of an individual wealth management strategy
7 AED 5,775.00
Actions of the consultant:
Analyzes the investment market and selects instruments aligned with your objectives and risk profile.
Develops a personalized strategy with recommendations on diversification and portfolio structure.
Recommends establishing legal structures for tax optimization and asset protection in accordance with UAE law.
Provides a step-by-step plan for preserving, growing, and transferring wealth to the next generation.
3
Implementation of legal and tax structures
10 AED 8,085.00
Actions of the consultant:
Prepares and submits documents for establishing trusts, funds, and companies in the UAE according to the chosen structure.
Coordinates with government authorities and banking institutions within and outside the UAE for full asset legalization.
Assesses international tax implications and selects the most effective jurisdiction within the UAE.
Oversees the preparation, signing, notarization, and translation of documents when required.
4
Ongoing portfolio management and regular monitoring
30 AED 3,465.00
Actions of the consultant:
Continuously monitors portfolio performance and analyzes investment efficiency.
Provides regular reporting and recommendations on portfolio restructuring to maximize returns.
Advises on legal aspects and new regulations affecting wealth management in the UAE.
Makes prompt adjustments to investment decisions in response to market changes.
5
Continuous optimization and strategic adjustments
90 AED 2,310.00
Actions of the consultant:
Regularly reviews the effectiveness of the strategy in light of new legal, tax, and market realities.
Holds periodic meetings with the client to update goals and introduce changes.
Promptly implements updates to the wealth management structure or the client’s portfolio.
Provides comprehensive support and timely responses to all legal, financial, and administrative aspects of wealth management.

In general

139 AED 21,367.50

Your feedback is very important to us

Growing and protecting capital in a rapidly changing world requires a balanced approach and deep knowledge. The United Arab Emirates has established itself as one of the world’s leading hubs for business and private wealth management. Our platform is designed for those who strive for long-term financial well-being and want access to the unique opportunities this region provides.

A comprehensive approach to preserving and growing capital

Consultant Legal Marketplace gives you access to trusted professionals — lawyers and financial advisors. The selected consultant will analyze current market trends and offer optimal solutions for portfolio diversification and maximizing returns. Wealth management service is more than just investments; it is strategic planning of your financial future. You will receive:

Individual planning. We will help you develop a personalized plan to achieve your financial goals and fully understand how wealth management works.
Balanced portfolio. We will create a balanced investment portfolio with assets perfectly tailored to you, so that you are confident in every financial decision you make.
Asset protection and inheritance. You will receive recommendations on the legal protection of your capital and structures for its preservation and transfer to heirs.
Tax optimization and legal support. You will be able to comply with all tax and legal requirements while benefiting from the favorable UAE jurisdiction.

The process: how we work

Initial consultation: At this stage, your financial goals and objectives are discussed, as well as the current state of your assets evaluated.
Strategy development: An expert will develop an individual plan for growing and protecting capital.
Legal structure: We will help create structures for tax optimization and asset protection under UAE law.
Portfolio management: Your lawyer manages your portfolio, monitors its performance, and adjusts it to maximize returns.
Monitoring and optimization: Financial markets are constantly changing. Your consultant regularly monitors your assets and makes timely adjustments to the strategy to ensure its relevance and effectiveness.

Conclusion

Wealth management in the UAE is your step towards financial independence. With our service, this process becomes safe, legal, and comfortable. Consultant Legal Marketplace will help you build your financial future in the UAE without unnecessary stress.

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