For a person, and for a family that owns more than a salary.

Law

Agreements, permissions, and family plans that keep what you own, and what you promised, easy to understand.

• Contracts

  Clear agreements with customers, suppliers, and partners, so everyone knows what was promised and what happens if it is not done.

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• Regulatory research

  We read the law and the regulator’s rules for your situation, and tell you in plain words what you can do and what you should not.

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• Succession and ownership

  A will your family can follow, and a plan for the company, so the people you choose can carry on if you are not there.

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Finance

Accounts, tax, budgets, and research that help you decide with a clear picture.

• Accounts

  Books you can trust, so you know what you earned, what you owe, and what is left. If the law later requires an official audit, that is arranged separately.

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• Tax

  Know what tax a decision will create before you make it, and answer the tax office with a complete, calm reply.

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• Islamic finance

  We shape the arrangement so it meets those principles and still works with your tax and your company papers.

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• Research

  A written view of the economy, an industry, or a company, with the facts and the limits of those facts. We do not buy or sell shares for you.

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• Family wealth

  One clear picture of what the family owns, how it is held, and a written Investment Policy Statement so everyone knows what the money is for. We do not manage a portfolio, hold your money, or buy and sell shares for you.

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Paperwork and numbers, together

Some jobs need both the agreement and the figures. You get them from the same team.

• Buying or selling

  We look at the papers and the numbers together, and tell you whether the deal is sound before you commit.

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