HOW WE HELP
REAL LIFE STRATEGIES FOR MODERN CLIENTS
1.
Asset protection
Protect your assets for now and for future generations in the event of unforeseen circumstances
2.
Cross-border succession planning
Address cross-border needs by taking into consideration asset protection requirements, succession plans and geographic locations
3.
Wealth Preservation
Help pass on your wealth while protecting and preserving your assets, your personal estate and your privacy
4.
Liquidity and legacy planning
Help pass on your wealth while protecting and preserving your assets, your personal estate and your privacy
5.
Safeguard your business
Lessen the disruption of the loss of key individuals in your business through possible key person protection solutions
SOLUTIONS THAT WORK FOR GENERATIONS
PROTECT YOUR LEGACY
Comprehensive, customized solutions
We offer best-in-class solutions that adapt to your changing needs.
Global expertise, culturally connected
Our awarding winning advisors are dedicated to addressing your unique needs.
Uncompromising on our shared values
Through challenging market shocks and epic bull runs, we’ve remained accountable to our clients and partners while upholding our values of transparency, integrity, humility, and world class service. A commitment to doing what’s right creates deep meaning in our work and relationships.
Powered By Our DFSA License, CFS DIFC Limited Gears Up For Strategic Collaborations And Global Expansion
Since 1994
3 Decades of Expertise
Secured AED 14 Million in Premium Value
DIFC headquarters in Dubai, private client center in Geneva, Switzerland and licensed offices in Hong Kong, Mauritius and India
OUR APPROACH
FINE TUNED AND TESTED OVER MANY YEARS
At CFS, our wealth planning services are provided by our in-house experts, through the support of our internal and external domain level experts, and always in collaboration with your personal advisors. We’re constantly finding ways to improve our processes, ensuring our clients can move forward with confidence.
We put you, your family and your business at the centre of everything we do. Our personalized process helps you achieve your goals across generations. Our wealth planners help you organise lifetime goals, dig out financial concerns, understand the family dynamic and structure a legacy plan around your unique goals, while ensuring it adheres to any legal or tax requirements that may apply. We discuss how well your wealth is safeguarded and how prepared you are for the unexpected.
1.) Truly getting to know what your concerns are - defining the Right Fit Client
2.) Process driven, confidential and highly regulated
3.) Creative, bespoke and multigenerational approach
4.) Case design - we create an uplifting client experience and journey.
5.) We act as your advocate when you need it most.
“These are truly world class solutions that help to secure and safeguard the long-term financial stability of a globally mobile entrepreneurial family, or growing multinational business empire or both! ”
Ashok Sardana
Founder & Managing Director
PRESERVE AND PROTECT YOUR WEALTH
CHANGE IS INEVITABLE
AND WE CAN HELP
YOU PLAN FOR IT
An effective plan needs to reflect your current circumstances, family arrangements and geographic locations – especially as life evolves and your needs change.
Our sophisticated insurance solutions help to:
1.) Provide an efficient transition of wealth and property to your chosen beneficiaries
2.) Avoid the time, expense and publicity of probate
3.) Mitigate the potential cross-border estate tax exposure or provide funds to cover anticipated estate tax liabilities
4.) Keep a business, property or cherished asset in the family
5.) Transfer wealth efficiently from one generation to the next
6.) Ensure funds are distributed to intended heirs and charities according to your wishes
7.) Fulfill your philanthropic goals and create your personal legacy
“Our flexible and long-term insurance solutions often help our clients meet the diverse challenges they face with confidence.”
OUR DIVISIONS
GLOBAL PRIVATE WEALTH
Our Private client division based out of DIFC guides private clients and family offices on long term insurance strategies to secure their businesses, manage their Family wealth and preserve it for future generations.
CFS DIFC Limited utilises the decades of experience from the The Continental group to offers our clients a rich source of in-house knowledge, experience and award winning service.
Our in-house expertise is complemented by sophisticated external insurance carries. This approach ensures access to the best insurance solutions in class on a global scale.
We have been helping individuals and families build and preserve their wealth for over 30 years. Today, we have evolved with our clients to offer sophisticated solutions to solve our clients most complex requirements.
TAKE CARE OF YOUR GLOBAL FAMILY TODAY AND ACROSS GENERATIONS
A successful legacy is built on developing the right architecture for managing and transferring your wealth. Together with your advisory team & family, we formulate a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. Our long experience in advising high net worth clients has given us deep insight into how to successfully transfer wealth, a business, or any other physical assets to your heirs. At CFS (DIFC) Limited, you can rely on our professional team guide you through the complexities of your personal and professional cross-border interests including long term insurance solutions, premium financing, savings plans, critical illness and philanthropy. What will happen to your wealth when you’re no longer able to manage it? How can you ensure your beneficiaries will make the most of their inheritance?