Private Client Structuring, Succession & Legacy Advisory

Helping founders, families and high-net-worth individuals protect, structure and pass on wealth in the UAE.

Shortlist Consultancy is a boutique private-client advisory firm based in the UAE. We work with founders, family-led businesses and high-net-worth individuals to design structures that preserve control, protect assets and support long-term succession and legacy planning.
Our approach is personal, discreet and highly detail-driven — combining structuring expertise, foundations advisory, compliance, accounting and ongoing administration under one roof.
Start your private structuring journey with Shortlist Consultancy.

ABOUT US

Shortlist Consultancy was founded to support private clients who require more than standard corporate services. We focus on individuals and families whose businesses, assets and legacies require careful planning, long-term vision and precise execution.

We believe structuring is not a one-time transaction — it is a continuous process that evolves with the client’s life, family and business journey.
Private Clients

Shortlist Consultancy supports founders, families and high-net-worth individuals in building and transitioning structures that protect wealth, preserve control and ensure continuity across generations.

Corporate Clients

Shortlist Consultancy works with operating companies that form part of private-client, family-owned and founder-led group structures. We assist businesses that need to establish new entities, reorganise ownership or migrate their corporate domicile for strategic, fiscal or operational reasons.

Economic Substance, Regulatory & Governance Support

We provide ongoing compliance, regulatory and governance support to ensure continuity, substance and statutory alignment across UAE jurisdictions.

Private Client Structuring, Succession & Legacy Advisory

Shortlist Consultancy supports founders, families and high-net-worth individuals in building and transitioning structures that protect wealth, preserve control and ensure continuity across generations.
We recognise that private clients often need to establish, restructure or migrate their companies as personal, family and business circumstances evolve. Whether forming a new holding vehicle, reorganising ownership or relocating corporate domicile, we guide clients through every step with discretion and precision.

Our private client services include:

  • Formation of personal and family holding structures
  • Migration of companies between jurisdictions for strategic, fiscal or governance reasons
  • Ownership realignment & internal restructurings
  • Succession & legacy planning frameworks
  • Founder-led governance models
  • DIFC & ADGM foundations setup
  • Charter & by-laws support
  • Council & guardian frameworks
  • Long-term governance planning
  • goAML registration & reporting
  • AML/KYC frameworks
  • FTA registrations & updates
  • Administrative penalty waivers & authority liaison
  • Bookkeeping & management accounts
  • Financial statements preparation
  • Audit coordination
  • Registered agent support
  • Board & council resolutions
  • Statutory records maintenance
  • Annual compliance monitoring

Corporate Structuring & Migration Support

Shortlist Consultancy works with operating companies that form part of private-client, family-owned and founder-led group structures. We assist businesses that need to establish new entities, reorganise ownership or migrate their corporate domicile for strategic, fiscal or operational reasons.
Corporate services are delivered with a governance-first approach — ensuring compliance, continuity and long-term sustainability.

Our corporate services include:

  • Company formation across UAE mainland and free zones
  • Corporate redomiciliation and restructuring support
  • Inbound and outbound corporate migrations
  • Holding company and SPV design
  • Board & shareholder resolutions
  • goAML registration & reporting
  • AML/KYC framework implementation
  • FTA registrations & regulatory correspondence
  • Administrative penalty waiver submissions
  • Bookkeeping & monthly reporting
  • Management accounts
  • Financial statement preparation
  • Audit coordination
  • Registered agent & registered office services
  • Corporate secretarial support
  • Maintenance of statutory registers
  • Annual renewal & filing management
  • Economic Substance notifications & filings
  • goAML registration & reporting
  • AML/KYC framework implementation
  • FTA registrations & authority liaison

FIDUCIARY, DIRECTORSHIP & GOVERNANCE SUPPORT

We provide governance continuity through professional oversight and documentation support.

  • Board & council resolutions
  • Corporate secretarial services
  • Registered agent & office support
  • Statutory record maintenance

WHO WE WORK WITH

We proudly support entrepreneurs, families, and investors in growing and managing their businesses.

Founders & entrepreneurs

High-net-worth individuals

Family-owned business groups

Asset-holding structures

International private investors

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