Address: 401, Single Business Tower, Business Bay Dubai

Office Hour : 09:00 AM - 5:00 PM

Wealth Management

Wealth management is a financial service that covers a wide range of money-related matters all in one place. Wealth managers, who are a type of financial advisor, help people with different aspects of their money. It's really important to find the right wealth management company in Dubai because it can have a big impact on how your money grows and stays safe. You can set up a free meeting with Biz Design to talk to someone and ask questions before you decide to work with them. Wealth management in Dubai is especially important for people with a lot of money. A wealth manager can use their knowledge to help you make smart choices and plan for your financial future.

At Biz Design, we offer clients a broad range of services.

  • Investment Management: Biz Deign helps business owners invest their wealth in various assets such as stocks, bonds, real estate, and alternative investments. We provide customized investment strategies based on the business owner's risk tolerance, financial objectives, and time horizon.
  • Financial Planning: Wealth managers at Biz Design assist business owners in creating comprehensive financial plans that encompass their personal and business finances. This includes retirement planning, tax optimization strategies, estate planning, and risk management.
  • Tax Planning and Optimization: Given the complex tax environment in Dubai and globally, we offer tax planning services to help business owners minimize their tax liabilities while remaining compliant with regulations. We also guide structuring business transactions and investments in a tax-efficient manner.
  • Estate Planning and Wealth Transfer: Our wealth managers help business owners develop strategies to preserve and transfer their wealth to future generations in an effective manner.  This involves setting up trusts, wills, and other estate planning vehicles to minimize estate taxes and ensure a smooth transfer of assets.
  • Risk Management and Insurance Solutions: Biz Designs offers risk management solutions to protect business owners and their families from unforeseen events such as disability, illness, or death.  This includes recommending appropriate insurance products such as life insurance, disability insurance, and liability insurance.
  • Corporate Finance Advisory: At Biz Design, we also provide corporate finance advisory services to assist business owners with mergers and acquisitions, capital raising, and strategic planning for their businesses. This can help business owners optimize their corporate structure and maximize shareholder value.