Fiduciary & Legacy With USD 1 trillion estimated to pass from gen-2 A WealthBriefing MENA Succession Estate Fiduciary & Legacy With USD 1 trillion estimated to pass from gen-2 business families to millennials within 10 years in the Gulf, private client practice and inter- generational planning has gained substantial momentum regionally. A WealthBriefing MENA Succession Estate Planning Services firm of the year a record Seven consecutive years [2016 through 2023], M/HQ is setting the industry standard in addressing these evolving needs and challenges, making us the most widely recognized and respected choice in the region. Advised Dubai-based entrepreneurial family Advised prominent Emirati family on the Advised on and incorporated a Purpose DIFC Advised a Forbes 500 family on the relocation Recent Work Advised Dubai-based entrepreneurial family on the restructuring of a large group of entities holding multiple different assets classes (incl. real estate), taking UAE Corporate Tax impact into consideration. Advised prominent Emirati family on the impact of the demise of the patriarch, in relation to corporate structure comprising several free zones and mainland entities, ultimately held by DIFC Foundation – arrangement initially implemented by M/HQ. Advised on and incorporated a Purpose DIFC Foundation to act as the corporate Trustee of a DIFC Trust, formed with the purpose of introducing a flexible mechanism to remunerate senior employees of a large Oil & Gas conglomerate. Advised a Forbes 500 family on the relocation of part of their wealth to the UAE, along with the implementation of best suited consolidation tools (i.e. DIFC Trust, DIFC Private Trust Foundation, and DIFC Prescribed Company), taking tax, ownership restriction and legacy planning aspects into consideration, to structure and protect their wealth. We have unparalleled experience advising both A Emphasizing local solutions and accounting Particularly, our mastery of DIFC and ADGM How we can help We have unparalleled experience advising both local and international families – whether Muslim or non- Muslim – with Middle East exposure on a broad range of business continuity and inter- generational legacy planning issues and the gradual involvement of the next generation. A Emphasizing local solutions and accounting for Sharia principles where appropriate we provide families with unique practical insight, ensuring that the solutions we craft are not just theoretical but grounded in the fabric of the region’s nuances. Particularly, our mastery of DIFC and ADGM legacy planning tools sets us apart in the industry landscape. “The extraordinary momentum witnessed since 2021 in regional structure Yann Mrazek, Managing Partner “A leading authority in the area when it comes to wealth structuring. […] a go-to” Chambers & Partners “Extremely well known for [their] foundation work” Chambers & Partners “Good command of local structures” Chambers & Partners “Extremely helpful, flexible, fast and responsive – whatever you need, [they] will find you a solution.” Chambers & Partners “A leading authority in the area when it comes to wealth structuring. […] a go-to” “[…] very modernised practice, […] one of the key anchors when it comes to foundations.” Chambers & Partners “Extremely well known for [their] foundation work” Chambers & Partners “Good command of local structures” Chambers & Partners “Extremely helpful, flexible, fast and responsive – whatever you need, [they] will find you a solution.” Chambers & Partners
business families to millennials within 10 years in
the Gulf, private client practice and inter-
generational planning has gained substantial
momentum regionally.
Planning Services firm of the year a record
Seven consecutive years [2016 through 2023],
M/HQ is setting the industry standard in addressing
these evolving needs and challenges, making us
the most widely recognized and respected choice
in the region.
Recent Work
on the restructuring of a large group of entities
holding multiple different assets classes
(incl. real estate), taking UAE Corporate Tax
impact into consideration.
impact of the demise of the patriarch, in
relation to corporate structure comprising
several free zones and mainland entities,
ultimately held by DIFC Foundation –
arrangement initially implemented by M/HQ.
Foundation to act as the corporate Trustee of
a DIFC Trust, formed with the purpose of
introducing a flexible mechanism to remunerate
senior employees of a large Oil & Gas conglomerate.
of part of their wealth to the UAE, along with
the implementation of best suited consolidation
tools (i.e. DIFC Trust, DIFC Private Trust
Foundation, and DIFC Prescribed Company),
taking tax, ownership restriction and legacy
planning aspects into consideration, to
structure and protect their wealth.
How we can help
local and international families – whether Muslim
or non- Muslim – with Middle East exposure on
a broad range of business continuity and inter-
generational legacy planning issues and the
gradual involvement of the next generation.
for Sharia principles where appropriate we
provide families with unique practical insight,
ensuring that the solutions we craft are not just
theoretical but grounded in the fabric of the
region’s nuances.
legacy planning tools sets us apart in the
industry landscape.
optimization and inter-generational legacy planning is continuing to gain traction
in 2024, set to become another record year in families implementing
intergenerational legacy strategies involving their core, regionally- based revenue
generating assets. It is a genuine source of pride that many of these families
– a majority of GCC origin – have turned to M/HQ for advice and ongoing support”
“[…] very modernised practice, […] one of the key anchors when it comes to foundations.”
“Highly regarded”
“Absolutely excellent.”
“very good at explaining things and breaking things down simply”
“Highly regarded”
“Absolutely excellent.”
“very good at explaining things and breaking things down simply”