Forsters’ Middle East team win ‘Family Governance Service Provision Team of the Year’ at the WealthBriefing MENA Awards 2024

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Forsters’ Private Wealth team has been recognised for their unique approach to advising UHNW families across MENA as they were awarded Family Governance Service Provision Team of the Year at the WealthBriefing MENA Awards 2024 .

Showcasing ‘best of breed’ in the MENA region, the awards recognise outstanding organisations which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

Winners and highly commended companies were announced on 21 November 2024 at the Gala Ceremony in Dubai.

Forsters’ dedicated Middle East team

With an established track record in the region stretching back 25 years, our Middle East team is well known for its expertise in family governance. This award acknowledges our reputation for delivering best-in-class aservices to our clients.

As trusted advisers to individuals and their families across MENA and beyond, our approach to Family Office Governance is truly unique. Placing a significant emphasis on psychology as well as the legal and technical aspects, we look at the overall picture of what the family is seeking to achieve. We take the time to understand each family member and the family as a whole. This allows us to uncover challenges and support them in achieving their goals and long-term prosperity.

Our use of Family Office structures as a multi-generational succession tool, goes beyond the usual investment purposes and forms part of a wider Family Governance exercise to enable families to make decisions easily.

Although our office is in London, the team are in the Middle East monthly to advise our clients. Having cultivated strong relationships with many private wealth and family office professionals in the region, we are renowned for our ability to co-ordinate complex, cross-border advice involving multiple jurisdictions.

The Private Wealth Middle East team is part of Forsters’ wider Middle East group advising clients based in the region on a wide range of services including:

  • Family Governance
  • Estate and Succession Planning
  • UK and International Tax
  • Trusts Structuring
  • UK Residential and Commercial Property
  • Employment
  • Asset Management
  • Banking and Finance
  • Joint Ventures

Please do get in touch with any of the team, to find out more about our Middle East services.

James Brockhurst to speak on Tax issues for Middle Eastern families at Informa Connect’s Cross-Border Planning Conference 2023

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Private Client Partner, James Brockhurst has been invited to speak at Informa Connect’s Conference ‘Cross-Border Planning: Wealth Management Solutions for the New Age Business Family’.

Taking place from the 25 – 26 October in Dubai, the programme will provide updates on key issues facing the internationally mobile private client, as well as provide opportunities to discuss succession planning, immigration, family governance and family offices, and business law developments.

James will be speaking at the panel discussion ‘Introduction to US, UK and Canadian Private Client Issues in the Middle East’, which will cover the following:

  • Case studies from each jurisdiction
  • Tax planning Issues with trusts
  • Residence and domicile issues
  • How do you expatriate and what is a US/UK/Canadian citizen?
  • Considerations for banking problems and FATCA/CRS

Joining James on the panel will be John Shoemaker, Partner at Butler Snow, and Reaz Jafri, Counsel at Withers.

For more information and to book a place at the event, please click here.

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James Brockhurst to speak on Middle East structuring at the International Trusts & Private Client Conferences 2023

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Private Client Partner, James Brockhurst, has been invited to speak at the International Trusts & Private Client Conferences 2023 in Jersey and Guernsey.

The conference, targeted at private client advisors, offers insights from expert speakers and sessions tailored to tackle the full scope of contentious, estate and tax planning issues facing the Channel Islands.

James will be presenting the session entitled ‘Market Insight: Trends in Middle East Private Wealth Structuring’, alongside Katie Cooper, International Wealth Advisor at Barclays, Daniel Channing of Crestbridge, and Hugh O’Donnell of Highvern.

Places can be booked for the Guernsey Conference (20 June) here, and the Jersey Conference (22 June) here.

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Charlotte Evans-Tipping to speak at ThoughtLeaders4: Wealth/Life Middle East conference

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Private Client Senior Associate, Charlotte Evans-Tipping, has been invited to speak at the ThoughtLeaders4: Wealth/Life Middle East Conference.

This exclusive event for international private client advisors has been curated ‘by the experts for the experts’ and will span across two days. Charlotte will be speaking at the session entitled ‘Working with Family Offices: Should you have one? Setting One Up? Client, Obstacle or Threat?’ alongside Krya Motley of Boodle Hatfield and Sally Tennant OBE of Acorn Capital Advisors.

The conference will take place from 15 to 17 November 2022. You can view the full agenda, and register to attend here.

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