Estate Planning & Succession Advisory
Built in the UAE. Active across the Gulf. Grounded in clarity—not commissions.
Sky Bridge Advisory stands as a leading name in private wealth and lifestyle planning across Dubai, UAE. Backed by a multi-disciplinary team with over 50 years of combined experience, we’ve advised 450+ HNWIs, professionals, and family offices with bespoke strategies across life, wealth, and transition.
Our firm delivers clarity, compliance, and cross-border capability across nine high-impact verticals—spanning estate, tax, protection, property, investment, and retirement.
Every solution begins with structured diagnostics and ends with life-aligned outcomes—ensuring that every decision is measurable, portable, and personal.
Sky Bridge offers comprehensive financial and life-stage advisory with a single aim—clarity. Our services span nine tailored verticals:
While our clients span continents, our operational roots are regional. Sky Bridge Advisory was born in Dubai and delivers high-context advisory aligned with UAE frameworks, Gulf residency dynamics, and international compliance obligations.
Our regional footprint includes:
300+ private client mandates across UAE, KSA, and Qatar
Multi-country asset advisory across India, UK, US, North America and the EU
Execution protocols mapped to DIFC, DDA, and global estate jurisdictions
Whether planning a property exit, succession plan, or tax strategy—clients rely on our precision-first approach.
Every client begins with a mapped intake—no assumptions, no prebuilt templates. Our four-phase approach ensures alignment and accountability:
Diagnostic: Map assets, risks, tax jurisdictions, and exposure
Design: Build customized structures to meet life goals
Delivery: Support onboarding, filings, registration, and documentation
Review: Re-align based on regulation, relocation, or personal change
We operate on evidence, structure, and client clarity—not sales metrics.
Sky Bridge doesn’t promise—it proves. Every engagement is benchmarked for
measurable value,
financial clarity, and legal
soundness.
Client Outcomes Include:
Of Legacy Secured Across 3 Jurisdictions
Average Optimization Of Real Estate Portfolios Pre-Sale
HNWIs, Cross-Border Retirement Mapped
Protection Realignment Saved, In Annual Premiums
All results are documented, reviewed annually, and validated with client boards or legal teams.
Sky Bridge’s advisory bench includes veteran planners, cross-border tax analysts, legal risk consultants, and family office advisors with experience in over 15 jurisdictions.
Our leadership spans:
Estate and Succession Architecture
Global Tax Exposure Mapping
Multi-Asset Investment and Property Structuring
Relocation Compliance and Residency Advisory
Every advisor serves a limited number of clients, ensuring unmatched depth and responsiveness.
We’re not in the business of mass advisory. Sky Bridge holds firm to principle-based mandates. Each engagement must:
Pass internal compliance and ethics filters
Serve a valid planning or structural purpose
Be aligned to the client’s real objectives—not financial products
If we cannot structure a strategy with legal and long-term integrity—we respectfully decline.
If your institution operates within a regulatory, public-facing, or policy-sensitive domain—such as healthcare, infrastructure, or logistics—you likely qualify. We begin with a scoping interview to assess mandate alignment. Our sector services are purpose-built for regulatory boards, executive bodies, and departments seeking governance integration in Columbus.
Yes. We routinely support hybrid mandates involving ministries, commissions, and inter-agency authorities. Our region-licensed experts ensure compliance and coordination across sectors—enabling inter-ministerial alignment and shared outcome delivery.
Absolutely. All templates, SOPs, and governance formats are tailored to jurisdictional requirements. We assess national and subnational mandates before designing institution-specific outputs that align with United States law and global standards.
Our sector units have delivered over 84 mandates across healthcare, logistics, infrastructure, ESG, and regulatory governance. Each strategy unit is led by credentialed experts based in Columbus with cross-sector implementation experience.
Engagements typically last 8 to 16 weeks based on complexity, regulatory review, and internal governance cycles. Many institutions in Columbus adopt our 3-phase or 4-phase models for optimized planning and approval.
Our sector units are staffed by region-licensed professionals who’ve served within regulatory ecosystems. We don’t just advise—we deliver implementation-ready strategies tied to compliance, execution, and post-engagement monitoring.
Yes. Clients receive quarterly review templates, tracking dashboards, and compliance check-ins. Our post-engagement cycle ensures your strategy remains active, aligned, and measurable across fiscal periods.
Yes. We serve institutions of all sizes—from regional councils and semi-autonomous agencies to national authorities. Our modular delivery model scales to institutional capacity while maintaining compliance rigor.
We deliver board-ready reporting kits, audit-compliant documentation, and monitoring formats tailored to institutional needs. All outputs align with national disclosure protocols and regulatory mandates relevant to Columbus.
Yes. With active projects across the GCC, EU, and Africa, we offer jurisdictional policy alignment, bilateral strategy formatting, and international risk modeling for institutions in Columbus expanding or collaborating globally.
Our advisors hold regional credentials, possess direct regulatory experience, and are trained in Sky Bridge’s proprietary frameworks. Experts are selected based on tenure, advisory impact, and policy engagement success.
Yes. Our strategy delivery integrates compliance alignment, liaison with oversight bodies, and pre-submission reviews. We help clients in Columbus secure institutional approval without delays.
Yes. We offer pilot diagnostics and scoped advisory engagements to validate methodology, test deliverables, and build confidence. Most pilot clients convert to full mandates within 90 days.
Quarterly. Templates are reviewed against current policy, sector law, and regulatory trends. In Columbus, clients benefit from synchronized updates tied to national reform and global standards.
Submit an inquiry through our intake form or contact our strategy desk directly. We will schedule a scoping call and issue a customized engagement roadmap for your institution in Columbus.
Trusted advisory partner for businesses and individuals in the UAE and GCC region. Experts in business setup, immigration, legal, financial, and government liaison services. Located in Dubai, with a commitment to transparency, compliance, and tailored support.
Licensed Financial Advisors by SCA, License 20200000272
Proudly Based In Dubai | Designed By Moris Media
