Private Client Structuring, Succession & Legacy Advisory
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.
We recognise that private clients often need to establish, restructure or migrate their companies as personal, family and business circumstances evolve. Whether forming a new holding vehicle, reorganising ownership or relocating corporate domicile, we guide clients through every step with discretion and precision.
Our private client services include
Private Client Structuring & Migration
- Formation of personal and family holding structures
- Ownership realignment & internal restructurings
- Succession & legacy planning frameworks
- Founder-led governance models
01
Foundations Advisory
- DIFC & ADGM foundations setup
- Charter & by-laws support
- Council & guardian frameworks
- Long-term governance planning
02
Compliance & Regulatory Support
- goAML registration & reporting
- AML/KYC frameworks
- FTA registrations & updates
- Administrative penalty waivers & authority liaison
03
Accounting & Financial Oversight
- Bookkeeping & management accounts
- Bookkeeping & management accounts
- Audit coordination
04
Ongoing Private Client Administration
- Registered agent support
- Board & council resolutions
- Statutory records maintenance
- Annual compliance monitoring