International Advisory for Indian Families and Entrepreneurs
Services / International Advisory for Indian Families and Entrepreneurs
Who We Help
We work with Indian founders and family businesses expanding internationally, families planning how wealth and control will pass to the next generation, and Indian families who have already made the UAE their home. We also work with the chartered accountants, lawyers, private bankers and wealth managers who advise them.
Based in Dubai, WTA provides UAE and international wealth, corporate and family office services and has access to significant capabilities across the UK and European markets. Where legal, tax or regulated advice is needed in India or elsewhere, we work with the family’s existing advisers or other appropriately qualified and licensed advisers in that jurisdiction.
How We Help
Wealth and Corporate Structuring
Supporting the coordination of family and business wealth across India, the UAE and other jurisdictions in a clear, documented and workable way, alongside local advisers where required.
Family Office
Assessing whether a family office makes sense, and helping set it up and govern it where it does.
Succession and Governance
Planning how ownership and control of the family business and wealth pass between generations, and how the family makes decisions together.
International Holdings
Organizing investments and business interests outside India so they fit together coherently.
Trust and Fiduciary Coordination
Working with a family's trustees and fiduciaries where a plan involves the UAE or several jurisdictions.
Implementation Support
Putting agreed arrangements in place and keeping them running.
UAE Residence and Business Interests
Some Indian families and businesses have a genuine reason to hold a UAE company, a regional base or residence for family members. Where that is the case, we can help, as one part of the wider plan rather than the starting point. Not every family needs a UAE presence, and we will say so when that is the case.
Working With Your Advisers in India
We support properly structured, transparent and compliant arrangements, working alongside the client’s existing professional advisers where appropriate. Your chartered accountants, lawyers and wealth managers in India keep their roles. We advise on UAE matters and help coordinate the wider plan, while Indian tax, investment, remittance and other India-specific regulatory matters remain with appropriately qualified advisers in India.
For Advisers Referring Clients
