Align your wealth with what matters most

For global professionals, entrepreneurs, and internationally mobile families, financial advice often falls short. It’s too product-driven, too rigid, or completely disconnected from how life actually evolves.

Lifestyle financial planning offers something different. It puts your ambitions, responsibilities, and values at the centre—then builds a practical, long-term plan around them. Whether you’re relocating, exiting a business, or mapping out education and retirement goals, we help you take control of the bigger picture.

Through Kingsbury & Partners’ Private Office, clients gain access to experienced, regulated, fixed fee financial planners who prioritise clarity, transparency, and long-term thinking. No hidden commissions. No unnecessary products. Just qualified guidance built around your life.

What It Offers

Lifestyle financial planning helps you take a structured, proactive approach to long-term decision-making. Typical areas covered include:

  • Defining your long-term goals and financial priorities
  • Building a flexible plan to support relocation, education, retirement, or career transitions
  • Scenario modelling to assess future needs, risks, and cash flow
  • Detailed cash flow modelling to map income, expenditure, and future capital needs over time
  • Access to regulated, fixed fee advisers with cross-border planning expertise
  • Portfolio reviews and alignment with your financial objectives
  • Clarity on tax exposure, jurisdictional considerations, and liquidity requirements
  • Ongoing reviews to adjust your plan as life changes

Who It’s For

  • HNWIs and families relocating to or from the UAE
  • International professionals planning for early retirement or career change
  • Entrepreneurs navigating exit events or liquidity planning
  • Dual-national families with cross-border assets or school fee planning
  • Executives seeking long-term wealth alignment, not product sales

Understanding Your Needs

Most clients we work with are clear on what they want in life—but less clear on how to finance it with confidence. They don’t want a “product” or a quick pitch. They want a professional who can model different paths, challenge their assumptions, and offer advice that considers their life—not just their portfolio.

Through Kingsbury & Partners’ Private Office, we introduce clients to qualified financial planners who operate on a clear, fixed-fee basis. They take the time to understand your ambitions and obligations—and build a tailored plan to support both. You’re not buying a product. You’re investing in clarity, control, and better decision-making over time.

Eligibility

  • Resident of the United Arab Emirates

About Our Partner

Our wealth management partner offers independent, conflict-free financial advice tailored to high-net-worth individuals and families across the GCC and beyond. With a philosophy grounded in clarity, long-term stewardship, and client alignment, they focus on building legacies—not just portfolios.

Key Highlights:

  • Established: 2023, with a mission to redefine advisory standards in the offshore wealth management space
  • Client Focus: Over 400 high-net-worth clients, including senior executives, entrepreneurs, and multigenerational families
  • Team: Led by experienced wealth managers and investment professionals; regulated and qualified advisers with deep regional and international knowledge
  • Regulation: Fully licensed and regulated by the Securities and Commodities Authority (SCA) in the UAE
  • Fees: Operates on a fixed-fee basis, with no commissions from third parties—aligned to the UK’s fiduciary advice model for greater transparency and client trust
  • Services: Provides comprehensive financial planning services, including investment management, retirement planning, estate planning, pension and pension transfers.

Together, we ensure that Private Office clients receive wealth management advice that is truly independent—anchored in expertise, free from conflicts, and focused on the future.

Important Information

Kingsbury Private Office provides access to a range of wealth management financial services through our network of trusted partners. We do not provide financial, investment, tax, or legal advice directly. Any financial products or services referenced on our platform are offered by third-party providers, and clients should conduct their own due diligence before entering into any agreements.

Nothing on our website, marketing materials, or communications should be construed as an offer, recommendation, or solicitation to buy or sell any financial product or service. Past performance is not indicative of future results, and investments carry inherent risks, including the risk of loss of capital. Clients should seek independent professional advice before making any financial decisions.

Kingsbury & Partners may receive fees or commissions from certain providers for introductions or referrals, but we remain impartial in our selection process and prioritise the best interests of our clients.

Regulatory requirements for financial and insurance services vary by jurisdiction, and availability may be subject to local laws and licensing conditions. It is the responsibility of clients to ensure that they meet the necessary qualifications or eligibility criteria for any service they choose to engage with.

For further details, please contact us directly.