Private Client Structuring, Succession & Legacy Advisory

Helping founders, families and high-net-worth individuals protect, structure and pass on wealth in the UAE.

Shortlist Consultancy is a boutique private-client advisory firm based in the UAE. We work with founders, family-led businesses and high-net-worth individuals to design structures that preserve control, protect assets and support long-term succession and legacy planning.

Shortlist Consultancy was founded to support private clients who require more than standard corporate services. We focus on individuals and families whose businesses, assets and legacies require careful planning, long-term vision and precise execution. We believe structuring is not a one-time transaction — it is a continuous process that evolves with the client’s life, family and business journey.

Our Core Services

Private Clients

Shortlist Consultancy supports founders, families and high-net-worth individuals in building and transitioning structures that protect wealth, preserve control and ensure continuity across generations.

Corporate Clients

Shortlist Consultancy works with operating companies that form part of private-client, family-owned and founder-led group structures. We assist businesses that need to establish new entities, reorganise ownership or migrate their corporate domicile for strategic, fiscal or operational reasons.

Economic Substance, Regulatory & Governance Support

We provide ongoing compliance, regulatory and governance support to ensure continuity, substance and statutory alignment across UAE jurisdictions.

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