Private Client and Family Wealth

Planning for the business and the family behind it

Family businesses play a central role in the UAE economy, and passing ownership and leadership to the next generation is one of the most important decisions an owner makes. Getting it right takes more than a will or a holding company: it needs a plan that works for the business, the family and the tax rules that now apply in the UAE.

RSM UAE's Private Client team helps business owners and their families structure their wealth, plan succession and stay compliant, drawing on the audit, tax and advisory expertise of the wider RSM network.

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Local Presence

UAE

Our Approach

Our Approach to Private Client Services

We work through four steps, so the plan fits the business, the family and the UAE rules.

1. Understand

We start with the family's goals, the business and its assets, and who needs to be part of the decisions.

2. Map

We review current ownership, holding structures, residency and reporting obligations to find gaps and risks.

3. Design

We recommend a structure and succession plan that fits the family's goals and the UAE corporate tax rules.

4. Implement and review

We help put the plan in place, working alongside your legal advisers, and review it as the family and the rules change.

Our UAE Operation
Backed by the RSM network of 500 offices in 120 countries, our Private Client advisers work alongside RSM UAE's audit and tax teams, so family structures, reporting and corporate tax positions stay consistent.
What We Offer

Our Private Client and Family Wealth Services

Four services, delivered together or on their own.

01Family Office Setup

Advice on establishing and running a single-family office, including its structure, governance, reporting and day-to-day finance operations.

■ Structure and governance

■ Reporting

■ Day-to-day finance operations

02Succession & Estate Planning

Planning the transfer of ownership and leadership, including family governance such as family charters, working alongside your legal advisers on wills and inheritance.

■ Ownership and leadership transfer

■ Family governance and family charters

■ Coordination with legal advisers on wills and inheritance

03Wealth Structuring

Advice on holding companies, DIFC and ADGM foundations and other vehicles to protect assets and keep ownership clear.

■ Holding companies

■ DIFC and ADGM foundations

■ Asset protection and clear ownership

04Personal Tax & Reporting

Support with tax residency, CRS and FATCA reporting, and the corporate tax position of family holding structures.

■ Tax residency

■ CRS and FATCA reporting

■ Corporate tax position of family holding structures

Why RSM

Why Choose RSM UAE?

RSM UAE combines global scale with hands-on UAE expertise, so every recommendation is practical, compliant and built around your family's goals. Expand each reason below.

Global scale, local expertise. Why it matters —
With 500 offices across 120 countries backing a hands-on UAE team, we combine international resources with advisers who work in your market every day.
Current on UAE tax rules. Why it matters —
Family holding structures now sit within the UAE corporate tax regime; we keep your plan aligned as the rules change.
Tailored to each family. Why it matters —
Every family, business and set of assets is different, so we design the structure around your goals rather than a template.
Joined-up audit, tax and advisory. Why it matters —
Our Private Client team draws on RSM UAE's audit, tax and advisory specialists, so one plan covers both the business and the family.
Start the conversation. First step —
A first meeting to understand your family's goals and current structure. Contact our team →
Get in Touch

Let's talk about protecting what your family has built.

Reach our Private Client team directly, or send us a message using the enquiry form below.

Phone

+971 4 554 7423

Email

inquiry@rsm.ae

Location

United Arab Emirates