Knowledge Hub
Offshore Structures - 3 min
Embedded Family Offices: Recognizing the Right Time to Evolve
Wealth-holding families can often try to keep everything “under one roof”, leading to an ‘embedded family office’ inside their operating company or holding structure. That set-up works elegantly, until it doesn’t. As assets multiply, generations expand and regulation proliferates, the very integration that once felt efficient can become a bottleneck or lack sufficient expertise and governance.In many cases, families may find that fully internalized solutions no longer scale effectively, prompting them to consider outsourcing specific functions, such as investment management, risk oversight, or reporting, to dedicated partners. This article maps why embedded offices arise, the stress-points that force them to evolve, and the strategic paths available to families that want to future-proof their governance, technology and investment reach.
Jun 18, 2025
Offshore Structures - 3 min
Wealth Structuring Tax Triggers for GCC Clients
Richard Jordan, Partner at Trowers & Hamlin, joined Danielle McIver, Chief Product Officer at The Family Office, to discuss the tax implications facing GCC families when structuring their assets locally and internationally.The conversation explores common tax triggers linked to residency, citizenship, and asset location, and highlights how practical strategies such as co-ownership and Sharia-compliant financing support effective wealth and succession planning.
May 29, 2025
Offshore Structures - 3 min
Wealth Structuring for GCC vs International Assets
Alastair Glover, Partner at Stephenson Harwood in Dubai, joined Danielle McIver, Chief Product Officer at The Family Office, to explore how affluent individuals and families can structure their regional and international assets effectively.The discussion covers when to opt for one or two legal structures, the types of assets that can be held in each structure, and the legal and tax considerations that shape these decisions. It also highlights the practical challenges around foreign ownership rules and the importance of seeking professional advice to ensure long-term asset protection and succession planning.
May 14, 2025
Offshore Structures - 2 min
Trusts: One Size Fits All?
In theory, no two trusts should be the same. A trust is a highly bespoke structure, customizable by design to reflect the unique objectives, values, and dynamics of a family. When structured thoughtfully, it becomes a powerful tool for asset protection, succession planning, and long-term legacy building.
May 13, 2025
Offshore Structures - 3 min
Structuring a Family Office
Ismael Hajjar, Partner at PwC Middle East responsible for family office structuring, was hosted by Danielle McIver, Chief Product Officer at The Family Office, to discuss how families can establish and structure a family office tailored to their needs.The conversation delves into the definition of a family office, the difference between a family office and a traditional wealth structure, the roles it can play, and when and how it makes sense to establish one. It also explores the different models, virtual, single, and multi-family offices, and the key considerations families should keep in mind when choosing between them, including cost, complexity, and the level of in-house involvement.
Apr 27, 2025
Offshore Structures - 2 min
Segregating Interests in Wealth Structures: Tailoring Trusts to Evolving Family Needs
In multigenerational wealth planning, it’s common for families to face a key challenge: how to clearly separate the interests of different beneficiaries. This may be due to fixed entitlements for each family member, or because some individuals want to contribute to a trust specifically for their own branch of the family.Without a considered approach to structuring a family vehicle, disputes can arise over ownership, withdrawals, or future distributions. That’s why setting clear boundaries within the trust is so important, as is appointing a Trustee with depth of experience in accounting and governance for segregated interests.
Apr 15, 2025
Offshore Structures - 3 min
Selecting a Trustee: Key Considerations for Wealth Structuring
Choosing a trustee is a decision that rivals the importance of selecting a legal advisor. While your legal advisor crafts the trust’s legal framework—embedding protections like reserved powers to replace the trustee if the partnership falters—the trustee ensures the structure’s ongoing resilience and effectiveness. This pivotal role demands a thorough selection process to align with your family’s financial and personal objectives.
Mar 17, 2025
Decoding Risks in Structured Products - 5 min
Structured Products: Know the Risks
The term “structured products” evokes a sense of sophistication and precision, which is precisely how they are marketed to investors.However, a closer examination reveals that they are often more accurately described as sophisticated funding tools for the banks that issue them. Rather than meet the needs of investors, they are as likely to saddle them with unnecessary risk.In this article, we examine how and why.
Mar 13, 2025
Offshore Structures - 1 min
What Are the Benefits of a Foundation?
Danielle Mciver, Chief Product Officer at The Family Office, explained that a Foundation is a modern wealth structuring solution that combines the benefits of a Trust and a Company. While it is government-registered like a Company, it also has beneficiaries like a Trust, offering flexibility and control in one entity. Below are the key benefits:
Feb 25, 2025