Advisory Built Around the
Real People Behind the Portfolios

We serve the globally mobile, the legacy-focused, the scale-ready, and the structure-driven.

From expatriates and HNWIs to family offices and salaried professionals—Sky Bridge Advisory helps clients organize their wealth and life plans with institutional discipline.

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High-Net-Worth
Individuals & Families

For single and multi family offices managing significant wealth across generations and geographies, we offer legacy-first solutions that align ambition with protection.

We support:

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    Estate structuring using DIFC and onshore legal frameworks

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    Multi-jurisdictional succession mapping

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    Investment planning across liquid, real, and offshore assets

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    Protection and trust models for dependents and long-term liabilities

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Founders, Business Owners
& Entrepreneurs

Business owners require advisory that balances commercial ambition with personal capital protection. We help you move from operating the business to structuring your outcomes.

Our advisory includes:

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    Salary fund optimization for workforce efficiency

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    Exit planning and succession structuring

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    Tax and compliance support for business-linked holdings

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    Property management aligned with cash flow and retirement goals

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Professionals with Global Income
& Equity

From C-suite executives to consultants with cross-border equity or ESOPs, our advisory helps clients align compensation, residency, and lifestyle into one strategic framework.

We assist with:

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    Equity liquidation planning across tax jurisdictions

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    Critical illness and protection planning for income continuity

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    Multi-currency investment portfolios

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    Structured retirement transitions and cash flow continuity

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Expatriates

Sky Bridge Advisory is built around the needs of globally mobile professionals and expatriates based in or relocating to the UAE. Whether you’re here for five years or for good, we ensure your financial footprint matches your geographic journey.

We help with:

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    Cross-border investment structuring

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    Tax planning across India, UAE, UK, and US

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    Residency-linked estate and compliance solutions

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    Repatriation planning and asset relocation support

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Women-Led Households &
Independent Professionals

Women navigating independent wealth, intergenerational responsibility, or blended family planning deserve tailored solutions—not general templates.

We specialize in:

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    Secure protection planning and nominee alignment

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    Estate and guardianship advisory with legal enforcement

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    Tax and repatriation support for independent global professionals

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    Relocation guidance for single or dual-income families

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Senior Citizens & Pre-Retirees

Sky Bridge offers planning services for individuals preparing to retire in or from the GCC—ensuring income, care, and capital are preserved across life’s final chapters.

Our planning includes:

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    Retirement income layering using annuities, pensions, and rentals

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    Healthcare-linked financial planning

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    Asset liquidation timing and tax-safe distribution

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    Cross-border estate readiness for heirs

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Multi-Asset Families with
Complex Portfolios

Some clients don’t just need advice—they need orchestration. Families with real estate, investments, and liabilities across multiple countries rely on us to integrate the pieces.

We provide:

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    Consolidated planning across income types and asset classes

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    Property hold/sell decision support with legacy overlay

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    Real-time coordination with legal, tax, and family advisors

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    Trust and succession layering with governance checkpoints

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Institutions Seeking Salary &
Capital Efficiency

For businesses managing compensation cost or aligning employee-related spend with business growth, our Salary Fund Optimization solutions help them invest their funds where they work better.

We help with:

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    Role-based compensation distribution audits

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    Cost-to-output salary mapping

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    Helping your employees and team members plan to financially secure their future

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    Planning that aligns salary funds with project and cash flow cycles

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