The Readiness Review · For private families

You know what you own.
Does your family know how it passes on?

Understand how your assets are held, how they are intended to pass on, and which questions remain unresolved.

A private review of how your business, wealth and family are prepared for what comes next.

Why it matters now

Nearly

USD 1T

is set to pass between generations in the GCC by 2030.

Source: McKinsey estimate, reported by Khaleej Times, January 2025

When it’s worth a closer look

When the family needs a clearer picture

  • Assets spread across countries

    Property, investments and accounts held under different rules and names.

  • A will or estate review

    Documents written years ago may not reflect today’s family or assets.

  • Ageing parents

    The family needs to know what exists, where it is and who decides.

The outcome

After the review, you’ll know

Specific to your situation, and agreed in scope before the work begins.

  1. How your assets are held, and where.

  2. How they are intended to pass on, and where that may not happen as planned.

  3. Which questions remain unresolved, and who should answer them.

What you receive

Clarity you can use for the next decision

  • Connected overview

    How the relevant businesses, assets, ownership arrangements and family responsibilities fit together.

  • Readiness findings

    Gaps, dependencies and unanswered questions that could affect continuity or future plans.

  • Prioritised action plan

    What needs attention, which decisions come first, and where existing advisors or specialists should be involved.

Scope is agreed at the outset. Implementation and specialist advice are defined separately.

How it works

A standalone starting point

  1. Agree the scope

    Discuss your circumstances, the questions to explore and who should take part.

  2. Bring the picture together

    Review the agreed information, involving your existing advisors where useful.

  3. Decide what comes next

    Discuss the findings and whether further work would add value.

Specialist implementation and principal counsel on retainer are separate engagements. Neither is a condition of the review.

Common questions

We don’t own an operating business. Is the review still relevant?

Yes. It looks at how your assets are held and how they are intended to pass on, with or without a family business.

Can our existing advisors be involved?

Yes. We work alongside your existing advisors and agree who is involved as part of the scope.

What does it cost, and how long does it take?

Fees, timing and deliverables are agreed with you before any work begins, based on the size and complexity of your arrangements.

How is our information handled?

We agree how documents will be shared before any detailed information is exchanged. Your first message only needs a general outline.

The next step

Give your family a clear picture

Tell us what the family owns and where, and we’ll show you what the review would cover.