Private Wealth Case Studies

The client is a Palestinian/British patriarch who established a successful construction and real estate development business in the UAE in the 1970s. Having built substantial wealth over several decades, he sought to ensure that the family’s assets were protected, structured efficiently and positioned for long-term succession. The objective was to create an offshore structure capable of accumulating wealth for future generations, while retaining an appropriate level of influence over investment decisions and embedding the family’s values through a formal governance framework.

• Designed and implemented a Jersey law trust incorporating settlor reserved powers and protector provisions
• Drafted a bespoke Letter of Wishes, ensuring the patriarch retained defined influence over investment decisions
• Established a coordinated family governance framework, including a family constitution and investment committee
• Segregated investments through Jersey limited companies owned by the trust, with clearly defined mandates for each fund
• Created designated funds for specific purposes, including private equity investment and philanthropic activities
• Structured the trust to protect foreign assets and incorporated specific provisions to safeguard the interests of female family members

• Foreign assets securely protected within a robust and internationally recognised trust structure
• Clear succession planning that operates effectively alongside relevant Shari’a considerations
• Specific structural provisions ensuring female family members are not disadvantaged in the distribution of family wealth
• A balanced framework combining asset protection, governance discipline and long-term intergenerational fairness
• Protection of international assets with considered planning to ensure equitable treatment across the family