Terms of Service

Effective Date: 12 June, 2025

Welcome to Sky Bridge Advisory. These Terms of Service (“Terms”) govern your access to and use of the services offered by Sky Bridge Advisory (“we,” “us,” “our”) through our website, communications, consultations, and deliverables.

By accessing or using our website, requesting a consultation, or engaging with any of our services, you (“Client,” “you,” or “your”) agree to comply with and be legally bound by these Terms. If you do not agree with any provision herein, you should not use our services.

Scope of Services

Sky Bridge Advisory provides specialized, non-commission-based financial and strategic planning services for High-Net-Worth Individuals (HNWIs), professionals, and family offices. Our offerings include but are not limited to:

  • Estate and succession planning
  • Cross-border tax strategy and compliance advisory
  • Expatriate and relocation planning
  • Investment structuring and wealth strategy
  • Property portfolio advisory
  • Critical risk protection and insurance analysis
  • Retirement income planning and financial modeling
  • Salary fund optimization (for founder-led entities and family offices)

All services are provided under an advisory-only model. We do not hold client funds, sell financial products, or act as an investment manager or fiduciary unless explicitly agreed under a separate written agreement.

Client Eligibility

Services are available to individuals over the age of 18 who meet the profile of a private client, HNWI, or family office, and who are legally authorized to engage in financial and strategic planning services in their jurisdiction. We do not offer services to institutional bodies, minors, or retail clients.

Advisory Relationship

Sky Bridge Advisory acts in a professional advisory capacity only. No engagement constitutes investment, tax, or legal advice unless specifically documented and signed in a separate retainer or advisory agreement.

Our recommendations are intended to inform decision-making but do not replace independent legal, tax, or financial counsel. Clients are solely responsible for implementing advice, maintaining compliance with relevant jurisdictional laws, and managing third-party coordination.

Fees & Payment Terms

Fees for our services are agreed upon before engagement and outlined in a written scope of work or engagement letter. All fees are due and payable in accordance with the agreed terms. Delays in payment may result in paused or terminated service delivery.

Unless otherwise stated, all amounts are exclusive of VAT or applicable government levies.

Confidentiality

All information shared by the Client with Sky Bridge Advisory is treated as confidential and handled in accordance with applicable data protection laws, including the UAE Data Protection Law and international equivalents where applicable.

We agree not to disclose any client-specific data to third parties without prior written consent, except where required by law or regulatory authority.

Intellectual Property

All materials, strategy frameworks, tools, templates, reports, and intellectual content shared during an engagement remain the sole intellectual property of Sky Bridge Advisory and may not be reused, reproduced, republished, or distributed without express written permission.

Clients are granted a limited, non-transferable license to use deliverables solely for personal or internal business purposes during the course of engagement.

Limitation of Liability

Sky Bridge Advisory shall not be liable for any indirect, incidental, special, or consequential damages, or for any loss of profits, revenue, data, or use arising from your access to or use of the services or any recommendations provided.

Our liability for any direct claims is limited to the total fees paid by the client for the specific engagement that gave rise to the claim.

Service Disruption & Force Majeure

We reserve the right to suspend or modify any service without liability in the event of system outages, maintenance, cyber intrusion, or unforeseen circumstances including but not limited to acts of government, natural disasters, legal constraints, or labor disruptions.

Termination

Either party may terminate an engagement with written notice. Upon termination, all outstanding fees become immediately due and payable. Any advisory deliverables or documents prepared before termination remain the property of Sky Bridge Advisory unless otherwise agreed.

Termination does not relieve either party of any obligations incurred prior to such termination.

Governing Law & Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the United Arab Emirates. Any disputes arising from or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of Dubai, UAE.

Changes to Terms

Sky Bridge Advisory reserves the right to revise or update these Terms from time to time. The latest version will be posted on our website and will be deemed effective as of the date of publication.

Continued use of our services following any updates shall constitute acceptance of the revised Terms.

Contact

For questions about these Terms or to request a copy of your engagement terms, you may contact:

Legal Compliance Office
Sky Bridge Advisory
Gate Village 7, DIFC, Dubai, UAE
Email: [email protected]
Phone: +971-4-222-5678

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