Private Client Services in UAE
Wealth Tellers supports high-net-worth individuals and families with tailored solutions and the highest standards of privacy, so you can focus on the life and legacy you’re building. We look at the full picture, so every part of your wealth works together towards the future you have in mind.
Our Clients
They come from different places and stages of life, but share one thing: Wealth that deserves careful, long-term thinking.
Founders and Business Owners
You’ve built a successful company, or you’re preparing for an exit, and want what you’ve earned to keep working for you and your family. We help you separate business and personal wealth, so each is protected and has a clear plan of its own.
Internationally Mobile Families
You’re making the UAE your base, with family, assets, and commitments spread across more than one country. We bring those moving parts together, so your family is secure wherever life takes you.
Investors and Property Owners
You hold investments and real estate in several markets and want a clear, well-protected view of everything you own. We help you see the full picture and make confident decisions about what comes next.
Family Businesses
Your business has grown across generations, and you’re thinking about how to keep it united, well-run, and ready for the next person. We help you plan the handover with care, so both the business and the family relationships stay strong.
Our Services
The services we offer cover every side of private wealth, from how it’s invested and structured to how it’s passed on and how it fits your lifestyle. Explore each one or let us bring them together into one plan built around you.
Wealth and Investment Advisory
Clear, goal-based guidance on how your wealth is invested, balanced against the risks you’re comfortable with. We help you build a strategy that supports your lifestyle today and your plans for tomorrow.
Family Office
A dedicated structure to manage your family’s wealth, investments, and affairs in one place. We help you choose between a single or multi-family office, set it up in the UAE, and put the right governance in place.
Foundations and Wealth Structuring
The right structure keeps your assets protected, organized, and easier to pass on. We design and establish foundations and holding structures in leading jurisdictions such as DIFC, ADGM, and RAK ICC.
Succession and Estate Planning
Without a plan, UAE inheritance rules may decide what happens to your assets. We help you put wills, guardianship arrangements, and succession plans in place, so your wishes are followed and your family is protected.
Real Estate Advisory
Property is often one of the largest parts of a private portfolio. We guide you through market selection, due diligence, and investment strategy, and help you hold property in the most suitable structure.
Concierge
Your time is your most valuable asset. Our concierge team takes care of travel plans, reservations, events, and everyday requests, with the same discretion as every other part of our service.
Our Approach
Four principles shape every relationship we build, and every decision we help you make.
Personal Attention
You work with a dedicated adviser who knows your goals, your family, and your priorities, and is there whenever you need them.
Proven Expertise
Our specialists bring deep experience in wealth, law, property, and lifestyle, giving you advice grounded in how the UAE and international markets really work.
Discretion and Security
Your personal and financial information is handled with the strictest confidentiality, at every stage and by every member of our team.
The Complete Picture
We look at your business, family, and personal wealth together, so every recommendation fits your wider plans rather than solving one problem in isolation.
Proven Results You Can See
See the impact of our solutions through clear, measurable results.
With FinWice support and strategy, we achieved 25% sales growth and streamlined processes. Their adaptive approach ensured we met our goals efficiently.
FinWice provided innovative solutions and a clear strategy that increased our market share by 20%. Their expertise and professionalism led to exceptional results.
Partnering with FinWice boosted our profitability by 30%, transforming operations with clear, measurable improvements in efficiency and revenue.
Get in Touch with Us
Reach out today to discuss how we can support your business goals. Our team is ready to provide answers, offer solutions, and start your journey toward success.
- 24/7 Expert Support
- Free Consultation Before You Commit
- Business-Focused Guidance
- Trusted and Qualified Advisors
1702, 48 Burj Gate, 150 Sheikh Zayed Road, Dubai, UAE.
+971045914904
Mon-Sat:8:00am – 18:00pm
Sun: Closed