Heritage Wealth

Bank - , ,

Heritage Wealth Employees
Carla Byrd

Financial Advisor/Independent Agent, Enroller

Contact Carla Byrd

Ramiz Rashid

Administrative Assistant

Contact Ramiz Rashid

Chrissy Gibney

Vice President of Practice and Talent Management

Contact Chrissy Gibney

Ian Harris

Certified Financial Planner

Contact Ian Harris

Kara Kelly

Director, Brand and Marketing

Contact Kara Kelly

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Heritage Wealth Details

Heritage Wealth Dubai is dedicated to UHNI's, Family Offices, Wealth Management and Individual Private Clients. We understand offshore legal and fiscal structures, we will assist you in the Due Diligence process and all Compliance issues you might incur when opening bank accounts such as Nominees, Trusts, Foundations or other SPV created to preserve and protect wealth through generations.With large experience in Private Banking in Switzerland, Hong Kong, Luxembourg, Monaco and Cyprus, our Team of Senior Executives have tied long lasting relations with local senior bankers in order to service our clients at the highest level.Our clients are Families, Individuals and Institutional looking for assistance and advice in opening Bank Accounts, Corporate/Legal Structures, Residency and Wealth Planning in Dubai. Heritage Wealth also assists Independent Asset Managers and Multi Family Offices willing to relocate part of their clients in this region. Banking in Dubai is not always easy if you do not know the right institutions, the appropriate manners and the good managers in banks. Our team will facilitate these and many other hurtles you might incur while trying to open and manage your accounts in Dubai.Our back office team in Ras al Khaimah is established since 10 years and will assist in the administration of the clients, credit cards, transfers, company creation, account consolidation and all other need clients and advisors will need to operate.PROFESSIONAL INTERNATIONAL STAFF WITH SWISS BANKING EXPERIENCEON PARLE FRANÇAISWIR SPRECHEN DEUTSCHPARLIAMO ITALIANOHABLAMOS CASTELLANO FALAMOS PORTUGUESنحن نتكلم العربيةCONTACT:info@heritageandpartners.orglegal@heritageandpartners.compvd@heritageandpartners.com

Heritage Wealth logo, Heritage Wealth contact details
Website: Bankingubai.com
Employees: 50 - 99
HQ:
Location: , ,
Revenue: 5 - 10 Million
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