Outsourced

Family Office

Catamaran Family Office is an independent international outsourced family office serving significant private wealth owners and their families who reside in the UAE or view Dubai as a centre for managing their global assets.

We work directly with the principal and authorised family members or integrate into the client’s existing infrastructure, including a single-family office, private office, investment team, legal function and network of trusted advisers.

Our role is to provide the principal with a comprehensive view of their wealth, ensure consistency in decision-making and maintain confidential oversight of implementation across asset classes and jurisdictions, taking into account the family’s values, succession objectives and international ownership structure.

We do not replace the client’s trusted advisers. We coordinate their work in the interests of the principal and their family, identify gaps and potential conflicts, provide an independent perspective and support the implementation of agreed decisions.

For specific assignments, we can engage 4,500 vetted senior-level professionals and specialists across 50 countries, selected according to the relevant jurisdiction, industry requirements and project complexity.

divider

FAMILY OFFICE ARCHITECTURE

  • Establishment, restructuring and development of single-family and multi-family office structures in the UAE and across relevant international jurisdictions
  • Design of private wealth governance frameworks, operating models and decision-making protocols
  • Coordination of banks, investment managers, legal counsel, tax advisers, fiduciaries and other professional service providers
  • Succession planning, intergenerational wealth transfer, family governance and family constitutions
  • Selection, independent assessment and coordination of key executives, advisers and external service providers
  • Integration of UAE, DIFC and ADGM structures into the family’s global ownership and governance framework

STRATEGIC & PROFESSIONAL COORDINATION

  • Cross-border ownership architecture and coordination of international compliance, AML/KYC, tax residency and source-of-wealth documentation
  • Coordination of legal, tax and regulatory positions across the UAE and other relevant jurisdictions
  • Outsourced CFO support, including consolidated reporting, liquidity planning, budgeting and financial controls
  • External investment office and CIO support, including portfolio analytics, manager selection, due diligence and risk monitoring
  • Coordination of acquisitions, disposals, restructurings, financing arrangements and exit scenarios
  • Coordination of banks, corporate service providers, legal counsel, tax advisers and other regulated professionals

INDEPENDENT PRIVATE WEALTH OVERSIGHT

  • Consolidated oversight of assets, liabilities, ownership structures and cash flows across jurisdictions
  • Independent monitoring of banks, investment managers, custodians and external service providers
  • Coordination of confidentiality, data security and operational risk controls
  • Oversight of real estate, yachts, private aircraft, art, collectibles and other lifestyle assets
  • Coordination of international family mobility, residency, relocation and related private-office requirements
  • Consolidated performance, exposure and risk reporting for the family and its authorised representatives

ASSET STRUCTURING AND ADMINISTRATION

  • Design and coordination of cross-border ownership structures for private and investment assets, including UAE, DIFC and ADGM structures
  • Coordination of the establishment and administration of foundations, trusts, holding companies, SPVs and other special-purpose vehicles
  • Discretionary management of bespoke portfolios across listed securities, private markets, real estate, digital assets and other asset classes
  • Oversight of complex, mobile and illiquid assets across multiple jurisdictions
  • Consolidated reporting on assets, liabilities, cash flows, performance and risks, together with independent monitoring of banks, investment managers and external service providers
разделитель