It includes:

Entity formation
Ownership structuring
Business restructuring
Mergers & acquisitions advisory
New market advisory

It includes:

Regulatory compliance: Assisting with the necessary regulatory filings and ensuring adherence to jurisdiction-specific requirements.
Fund structure design: Based on your needs and specific assets, we advise on the most efficient fund structures, whether it is closed-ended / open-ended, fund jurisdictions, fund type (GP/LP, PCC, or other fund structures).
Documentation: Drafting and reviewing offering memoranda, partnership agreements, and subscription documents.
Launch support: Providing end-to-end support from initial concept to fund launch, including coordination with service providers such as custodians, administrators, and auditors.

It includes:

Inheritance and succession planning
Domiciliation and relocation of businesses and asset ownership
Asset transfer and safeguarding
Wealth consolidation and asset optimization

Our services

We offer wide variety of services to businesses, families and individuals to improve their wealth and grow their business

01

Corporate advisory & restructuring

Our Corporate Advisory services cover corporate structuring, organization restructuring. We help you to identify and implement the right legal structures to optimize ownership and control of assets and operating businesses, offering expert guidance to maximize efficiency.

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02

Fund advisory

We provide comprehensive fund establishment, fund structuring, and management advisory services (covering multiple jurisdictions). Our experienced team has launched multiple funds through their careers, including money market funds, multi-asset funds, precious metals funds, and PE funds.

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03

Asset protection & succession planning

We work with HNW individuals and families to help organize and structure their wealth and assets. Our expertise includes developing strategies to safeguard your assets and mitigate any future applicable risks.

We advise and design on how to secure and grow your wealth in an ever-changing landscape through succession planning, and compliant and safe asset transfer to next generations.

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04

Advisory on financing & equity raising

We facilitate corporate debt raising, bond & sukuk issuance, real estate projects financing solutions, establishing and structuring crowd finance structures.

Our team has extensive experience in private banking, investment banking, and wealth management. We provide expert guidance and personalized solutions of finding the right funding for your project whether through financing options or equity raising, to help you optimize capital structure and drive growth.

We have facilitated IPOs of large corporates in the region including Egypt and the UAE.

05

Advisory on precious metals activities

We advise on structuring, sourcing, and trading of the precious metals lifecycle. Our team leverages its network of miners, traders, wholesalers, assayers, and investors to add value to different partners.

Our services include advising on fund establishment for precious metals activities, and advising on the most efficient structures to raise funding to grow your business.

06

Strategic partnerships

Connecting you with the right partners by leveraging our network of investors and family offices. Advisory on entering new markets or raising capital through debt or equity, we align your goals with ideal partnerships to drive growth and secure success.

Get in touch with us

Are you ready to get started?
We’re always available.

info@welvaart.me

+971 52 260 1042