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WEALTH COUNSEL

Our Wealth Counsel services help to structure, protect and manage your wealth through 
the vehicles in Switzerland and UAE. We perform thorough global assessment of your 
assets, followed by the creation of a personalized structure plan tailored to your unique 
needs. Our approach encompasses:

WEALTH STRUCTURING
  • Wealth structuring across asset classes
  • Tax planning
  • Designing investment strategy & following its 
implementation
  • Manager selection
ESTATE PLANNING & PROTECTION
  • Trusts & foundations in Switzerland and UAE
  • Private trust companies
  • Protector services for trusts & foundations
RISK MANAGEMENT
  • Establishing and monitoring governance and process for the wealth structures
  • Compliance management and policy advice
  • Consolidation of all information, monitoring & 
reporting
PERSONAL FINANCE
  • Private Banking (UAE & Switzerland)
  • Managing banking relationships (UAE & Switzerland)
  • Personal assistant
No Financial or Investment Advice Disclaimer

The information, materials, and services provided by Vault, whether in written, oral, or 
digital form, are for informational purposes only and do not constitute financial, 
investment, legal, or tax advice. Vault is not licensed as a financial advisor, investment 
advisor, or tax advisor.

No Management of Funds Disclaimer

Vault does not engage in the management, custody, or investment of client funds or 
assets in any capacity. Our services are strictly limited to providing strategic advisory and 
consultation, and we do not offer or assume responsibility for financial management, 
investment management, or the execution of financial transactions on behalf of clients. 
Vault disclaims any liability for the management, handling, or outcomes related to client 
financial assets or portfolios.