Secure & Grow Your Wealth with Expert Wealth Management in Dubai
Tailored financial strategies for high-net-worth individuals, families, and business owners—powered by Dubai’s tax efficiency and global finance infrastructure.
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Why Dubai is a Global Wealth Hub
Dubai offers one of the most tax-efficient environments globally for wealth preservation and growth:
- Zero income, capital gains, or inheritance tax
- Access to world-class banking and investment services
- Regulatory protection under the DFSA and UAE Central Bank
- Strategic geographic location linking Europe, Asia & Africa
- Booming fintech ecosystem with exposure to digital assets
This makes Dubai ideal for HNWI portfolio structuring, family legacy planning, and investment diversification.
Wealth Management Services We Offer
Each service is fully customized to your goals, risk appetite, and jurisdictional requirements.
Advantages of Wealth Management in the UAE
Tax Efficiency
Investment Diversification
Strong Banking Network
Strategic Global Access
Fintech & Digital Assets
Regulatory Safety
Our 5-Step Wealth Management Process (6–10 Weeks)
| Step | Description | Duration |
|---|---|---|
|
01. Initial Consultation & Assessment
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Understand goals, risk tolerance, and assess current financials
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1–2 weeks
|
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02. Strategy Development
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Design a tailored investment & estate strategy
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2–3 weeks
|
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03. Portfolio Construction
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Implement asset classes and legal structures (e.g., trusts)
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3–5 weeks
|
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04. Monitoring & Adjustment
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Quarterly reviews and rebalancing
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Ongoing
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05. Legacy & Wealth Transfer Planning
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Plan intergenerational wealth and charitable goals
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Continuous
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Why Choose Ofin Global for Your Wealth Strategy
With 25+ years of experience across global finance, compliance, and investment, Ofin Global provides:
We work with individuals, families, and entrepreneurs to build a future where your wealth works for you.
Documents Required for Wealth Management in the UAE
| Document | Purpose |
|---|---|
|
Passport & Emirates ID
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Identity verification
|
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Residence Visa
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Legal residency confirmation
|
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Proof of Address
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Verification (utility bill or tenancy contract)
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Bank Statements
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Cash flow and asset overview
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Income Proof
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Salaries, business, rental income documentation
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|
Tax ID Number
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Required for international tax compliance |
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Investment Portfolio Summary
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For portfolio rebalancing and risk assessment
|
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Estate Documents (Will/Trust)
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For inheritance and legacy planning
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Business Financials (if applicable)
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Required for entrepreneurs and shareholders
|
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Power of Attorney (optional)
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Appointing financial representatives
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Frequently Asked Questions
- Investment Management
- Risk Mitigation
- Financial Planning
- Estate & Trust Structuring
- Intergenerational Wealth Transfer
Wealth managers create and implement personalized strategies across investments, tax planning, estate setup, and risk management to preserve and grow wealth over generations.
While commonly associated with HNWIs, Dubai’s evolving financial space also supports emerging affluent clients, business owners, and startup founders with wealth planning services.
- Diversification across geographies and ectors
- Tax-optimized investing
- Asset rebalancing & stress testing
- Alternative asset integration (PE, VC, crypto)
- Zero-rated: No VAT is charged, but input tax can be reclaimed (e.g., exports)
- Exempt: No VAT is charged, and input tax cannot be reclaimed (e.g., local public transport)
Let’s Build Your Wealth Story
Your wealth should reflect your ambitions—not just your numbers. Let’s start planning your future today.
- +971 9719719710
- xxxx@ofinglobal.com