Family Office
Going beyond the products and protocols – to the people.
The Challenges
That we Address
Where most success stories go, wealth follows. The planning, administration, and accounting of such liquid, tangible, and corporate assets can become a time-consuming endeavor. We provide sustainable, transparent, and most effective solutions that make family wealth management convenient.
Consolidation and Centralization
Our solutions provide the much-needed visibility, centralized control, and reporting capabilities that judicially and geographically dispersed assets lack.
Reporting
A structured process coupled with professional expertise allows for a regular review and reporting process. This improves visibility into the state of investments and the ability to act quickly in times of market change.
Wealth Transfer and Protection
Our financial experts strategically design and carefully implement solutions to achieve a smooth transition and succession. We provide additional value to cultivate your fortune with an asset protection mechanism.
Insurance
Implementing Insurance plans is crucial for ensuring the protection of you and your family. Together we craft the perfect Insurance Plan working for 7 different needs and ensuring maximum benefits.
Our strategic methods ensure the realization of the client’s financial goals and help build a legacy.
Our Approach
Understand. Strategize.
Administer. Review and React.
We combine the understanding of each individual, family, and portfolio with a commitment to meet financial goals. Keeping in mind the needs and expectations of the clients along with a detailed analysis of the portfolio, we come up with strategies that truly add value.
Our solutions are flexible and collaborative in accordance with the client's comfort and convenience. Our internal governance and modular approach toward each task result in a clear and superior solution.
We take the client's path and build it properly to achieve financial gain.
Why
Xanara?
Competent
Our experienced team is adept at solving the complexities related to wealth management and transfer with ease. Our disciplined management approach ensures we deliver solutions within the global turnaround times.
Innovative
With a key understanding of the local playground, we are well versed in the regulatory framework. It gives us the ability to act swiftly. We continuously develop strategies that are in line with the market movements and economic trends. Our services are supported by rigorous backtests and valuations.
Reliable & Client-Centric
Our relationships are built on trust and flexibility. We are fair, honest, transparent, flexible, and pragmatic to the affairs of the clientele. We observe situations and perform to meet the goals of a client in the most effective manner.
Company Formation
& Residency
At Xanara, our Investment Advisory desk helps clients with innovative ideas for preserving and growing their wealth through appropriate investment strategies. We enhance our clients’ investment returns by identifying and unlocking the inherent opportunities complemented by leverage management. We understand the complex requirements of our clients and help in achieving their long-term financial goals through proper wealth structuring and portfolio management.
What we offer:
Strategic Location
We guide you in selecting the most cost-effective jurisdiction within the UAE that aligns with your specific business goals.
Expeditious Entry
Our team handles all necessary documentation and liaises with authorities, ensuring a smooth and timely company formation and visa approval process.
Operational Efficiency
We assist in securing suitable office space with insurance, while facilitating essential medical and biometric testing.
Dedicated Support
We provide ongoing support throughout the entire visa application process, maximizing the likelihood of obtaining your two-year residency visa.
UAE Golden Visa - Investment
Unlock a world of opportunity and long-term stability with our end-to-end service for obtaining the prestigious UAE Golden Visa. This visa offers a renewable 10-year residency permit, granting you the freedom to live, work, and invest in one of the world's most dynamic economies.
We specialize in all eligible investment pathways, including:
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Investment Funds & Deposits
Leverage our expertise to identify suitable accredited investment funds or fixed deposit opportunities meeting the AED 2 million threshold.
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Company Formation & Investment
Explore establishing a firm with a minimum capital of AED 2 million or acquiring ownership in an existing company with qualifying annual tax contributions.
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Real Estate Investment
We guide you through the process of acquiring property valued at a minimum of AED 2 million, ensuring a sound investment alongside your residency benefits.
As part of our streamlined visa experience, we handle all documentation and liaison with authorities for approval, arranging medical and biometric tests, and tracking your application for a smooth and successful outcome.
