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Innovative Solutions for Asset Consolidation, Legacy Planning, and Asset Protection

12th March 2024
Head of High Net Worth Services

Conor Groome

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Luxury Property
Conor Groome
Head of High Net Worth Services

Conor Groome

Key Details:

  • Client: Family based in West Asia
  • Assets: Residential and Commercial
  • Solution: Middle Eastern Foundation

Enness offers unique, high-value solutions tailored for HNW (High-Net-Worth) individuals and families. Our innovative offerings are designed to safeguard our clients' assets and foster growth in secure jurisdictions. Leveraging our extensive global network, we consistently deliver our esteemed clients' most advantageous and cutting-edge proposals.

At Enness, we were approached by a family based in West Asia seeking legacy planning and asset protection for their accumulated wealth.

The family had accumulated substantial real estate assets in West Asia and had also made very profitable stock market investment choices. Their property portfolio contains residential and commercial assets, all except their residence, used for rental purposes.

After in-depth discussions of the various options available, we devised a solution that completed the following functions:

  • Asset Consolidation 
  • Legacy Planning 
  • Asset Protection 

At Enness, we proposed a Middle Eastern Foundation. Foundations have rapidly become the go-to option for regional wealth structuring and inter-generational legacy planning. The Foundation structure of the Founder, Guardian, Council, and Ultimate Beneficiary Owners aligned perfectly with the family, allowing them to structure their wealth and maintain complete control over all assets through one entity. Through the Foundation structuring, the assets within are legally separated from the Founder, thus providing the desired asset protection from third-party or creditor attacks.

 

Information contained in our case studies is for market and illustrative purposes only. In some cases, these may be made up of multiple cases and are for illustrative purposes only.

Some case studies are made up of enquiries that have come into the business, not all business completes, and the posting of a case study does not represent a completed piece of business.