Private Advisory

Confidential counsel for individuals and families making high-consequence decisions.

Private advisory at IRAA Global is designed for clients whose questions touch residency, family wealth structures, wills, succession, and cross-border coordination. The work is discreet, considered, and tailored to the full picture rather than a single document.

Who it is for

Clients who need discretion, structure, and an advisor who sees the whole map.

This service is built for HNW individuals, founder-families, and internationally connected households whose questions do not fit neatly into tax, legal, or investment silos. Often the real issue is how those silos interact.

IRAA helps clients create order before deadlines, disputes, or life events force rushed decisions.

01 | Residency

Residency and domicile context

Assess how current residence, travel pattern, and documentation interact with planning objectives.

02 | Wealth structure

Asset and holding review

Map ownership across companies, personal assets, and jurisdictions to identify misalignment or risk.

03 | Succession

Wills and continuity planning

Coordinate succession intent with practical structure, documentation, and family governance considerations.

Engagement flow
  1. 01

    Private diagnostic

    We review the family context, current structures, and the decisions that truly matter.

  2. 02

    Planning framework

    We identify priorities, sequencing, and where specialist documentation or additional execution support is needed.

  3. 03

    Coordinated implementation

    IRAA helps manage the next steps so the advisory outcome is reflected in actual structure and records.

Is private advisory only about wills?

No. Wills are one component. Private advisory also covers residency, structure, cross-border exposure, and family continuity planning.

Can this be combined with India-UAE advisory?

Yes. Many private client matters involve corridor-specific tax and asset considerations, so the work often overlaps.

Do you work discreetly with existing family advisors?

Yes. IRAA can complement lawyers, wealth managers, and other specialists where coordination is needed.

Need a private conversation before making a structural decision?

We’ll treat the discussion with discretion and help you determine the right next step for your family, residency, or wealth position.