EXPERTISE
Foundations & Trusts
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Through high levels of expertise, commitment and know-how in numerous practice areas, our lawyers work collaboratively and across borders to deliver efficient and measurable outcomes.
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Eptalex advises on all aspects of establishing and maintaining foundations and trusts in the UAE, whether for succession planning, asset protection, wealth management, or family governance. Our team of attorneys is efficiently structured to handle the intricacies of these vehicles and to coordinate seamlessly with financial and estate advisors in order to deliver comprehensive and practical solutions, while providing in-house tax expertise throughout.
We assist clients from the initial design of their structure through to implementation and ongoing legal services and compliance. Our expertise covers the drafting of charters, by-laws, trust deeds, letters of wishes, and all ancillary documentation; the preparation of documentation and formalities for the appointment of councils, guardians, enforcers, and protectors; and ensuring compliance with corporate, regulatory, and tax requirements across both local and international jurisdictions.
The Firm’s foundations and trusts practice is fully integrated with our corporate and tax teams. Because these structures frequently intersect with cross-border investments, family businesses, philanthropic projects, and estate succession, effective planning requires innovative, tax-efficient, and legally sound solutions that safeguard beneficiaries’ rights and preserve wealth across generations.
Among other pioneering mandates, our team has advised high-net-worth individuals and families on structuring their global holdings through UAE foundations, implementing succession frameworks that balance control and protection, and creating tailored trust mechanisms to ensure both privacy and compliance with international standards.
