Mandate to assess a specific area
Wealth planning
A focused advisory mandate delivering bespoke analysis and practical guidance on one specific wealth-planning matter.
- Pension
- Mortgage
- Consequences of a change in marital status
- Inheritance
specific mandate
AED/hour
Assess a particular aspect related to your assets.
1'200
No credit card required.
Mandate to assess your insurance coverage
Assess your pension benefits and insurance coverage if you are temporarily unable to work, in the event of disability or death, or to protect your retirement savings.
- Protection
- Disability
- Continuity
- Retirement
insurance mandate
Mandate for an estate analysis
Assess your situation and estate planning under applicable law
- Succession
- Heirs
- Structuring
- Protection
estate mandate
AED/hour
Focused estate planning assessment under the applicable legal framework.
1'200
No credit card required.
Mandate for financial planning
Assess how your assets will evolve by looking at different scenarios and taking into account pension planning, investments, real estate investments, taxes and inheritances.
- Investments
- Scenarios
- Taxation
- Legacy
financial mandate
AED
Comprehensive forward-looking analysis of your wealth across investment, property, tax, pension, and inheritance scenarios.
12'000 to 22'000
No credit card required.