ADGM Investment Structure: A Family Office's GCC-to-Europe Capital Platform

Client Profile

A GCC-based ultra-high-net-worth family with $1.4 billion in assets seeking to establish a centralised, professionally governed investment platform for cross-border capital deployment.

Business Challenge

The family's investments were held through a mixture of personal accounts, unregulated offshore structures, and individual UAE companies — creating opacity, governance gaps, potential regulatory exposure, and an estate planning vacuum. The family wanted a single, regulated, institutionally credible platform for all future investments.

Strategic Solution

ILS Consultancy designed an ADGM-domiciled Single Family Office (SFO) structure under the Financial Services Regulatory Authority (FSRA) framework. We established a Holding SPV, an Operating Entity (the SFO entity), and a Trust arrangement for legacy assets. The structure included a formal investment policy statement, an independent advisory board, and a documented family constitution.

Outcome

The family now operates a fully regulated, FSRA-authorised Single Family Office with a clear governance framework, an institutionally recognised investment mandate, and a legal structure that facilitates both European and Asian investment without additional holding company layers.

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