Frequently asked questions
Straight answers to the questions expatriate clients most often ask us. If yours is not here, we would be glad to answer it directly.
High- and Ultra-High-Net-Worth expatriates living in the UAE — entrepreneurs, senior executives and internationally mobile families whose assets and obligations span multiple countries. Most clients come to us with investable wealth from the mid-seven figures upward, though what matters more than a number is complexity: cross-border assets, succession needs and a legacy to protect.
Sameer advises through a regulated firm and is transparent about how any engagement is structured and remunerated — this is discussed and agreed openly before you commit to anything. Recommendations are suitability-led: driven by what is genuinely right for your circumstances, with the costs and trade-offs of any solution explained clearly up front.
Yes — and it is often the highest-impact first step we can take. Many legacy offshore plans carry charges and lock-ins their holders were never fully shown. We will audit the real costs, penalties and underlying holdings, and tell you plainly whether to keep, restructure or exit it.
Two things. US-listed shares and funds withhold 30% of dividends at source for non-resident aliens, which the right treaty position and structuring can often reduce. Separately, US-situs assets above US$60,000 can expose a non-resident alien's estate to US 'death' tax of up to 40%. Many expats holding US equities are unaware of both — we treat them as core planning constraints.
Yes. We build fully Sharia-screened, diversified portfolios using established compliant funds and sukuk, and we design offshore and succession structures consistent with Islamic inheritance principles — without compromising on diversification, cost or quality.
It is a confidential, no-obligation discovery conversation, typically 30–45 minutes. We listen to your situation, answer your questions, and give you an honest initial view of where the opportunities and risks lie. There is no cost and no pressure to proceed.
Absolutely — and we prefer to. Good wealth planning is coordinated. We work alongside your existing lawyers, trustees and accountants so that the investment, tax and succession pieces fit together rather than working against one another.
Begin a confidential conversation
Sameer personally advises a limited number of families at any one time, so every relationship receives his direct attention. A private, no-obligation conversation is the natural first step — an honest initial view of your position, with no cost and nothing to sign.
Or call +971 52 720 6504
Fully confidential · No obligation · Personal reply within one business day