The Readiness Review · For founder families in the UAE and Saudi Arabia
Identify the ownership, decision-making and family responsibilities that need attention before the next generation takes over.
We bring business, family and ownership into one conversation, then carry the agreed plan forward alongside your existing advisors.
Private conversations in Gulf hours
Where Gulf families stand
of Gulf family businesses have a comprehensive succession plan
have a formal governance framework
wealthy families with a business already run a family office
of heirs are likely to change their parents’ advisor
Sources: Lombard Odier Middle East Succession Planning Survey 2025, 300 high-net-worth individuals across the GCC (18%, 1 in 6, 4 in 5, 79%); McKinsey estimate reported by Khaleej Times, January 2025 (USD 1 trillion).
A business can grow while its ownership arrangements stand still. Family members take on new roles, live in different countries or develop different priorities.
Structure, not shares
For many Gulf families, how an estate is shared is set by Sharia and local law. Our work focuses on what the family can shape: how the business and assets are held, how decisions are made, and how the next generation is prepared.
We work alongside your existing legal and Sharia advisors.
Agreed rules for ownership, roles and decisions. In Saudi Arabia, a family charter can now sit in a company’s articles of association.
How companies, property and investments are held across the UAE, Saudi Arabia and beyond.
Clear roles, responsibilities and a voice in the plan, before the handover rather than after it.
Arrangements that still work when family members live, study or invest in different countries.
The Readiness Review
Priorities, expectations, relationships and readiness for changing responsibilities.
Growth plans, founder involvement, leadership and significant decisions ahead.
How ownership, control and decision-making are arranged across relevant entities.
How what the family owns connects to its plans and existing arrangements.
Areas that may need further attention, specialist input or a different approach.
The Readiness Review stands alone. Further work is commissioned only where it adds value.
Discuss the Readiness ReviewHow it works
Business, wealth, ownership and family responsibilities in one view.
Commission agreed follow-on work through Legacy Global Advisors where it is useful, with the relevant specialists involved.
Retained time for major decisions as they arise.
The Readiness Review stands alone. Implementation and retained counsel are separate engagements, commissioned only where they add value.
Yes. The review stands alone. Further work is commissioned separately where it adds value.
Yes. We work alongside your existing legal and Sharia advisors and agree who is involved as part of the scope.
Yes. We work with founder families in the UAE and Saudi Arabia, and arrange private conversations in Gulf hours.
Fees, timing and deliverables are agreed with you before any work begins, based on the size and complexity of your family’s arrangements.
We agree how documents will be shared before any detailed information is exchanged. Your first message only needs a general outline.
