At Morood, our comprehensive wealth advisory division provides a personalized hands-on service to help our clients manage their wealth in line with their goals. We offer investment management, tax & structuring, financial & banking, estate planning, and legal services. Our experienced advisors are committed to building long-term relationships with our clients, providing the expertise and support needed to navigate the complexities of wealth management. We pride ourselves in offering a wide range of tailored services.

Our professional and unique client-centric approach is what differentiates us.

Investment Management

A range of tailored investment services to facilitate strategic and well-informed financial decision making. These vary from formulating investment policy statements to personal net worth statements, financial planning, cash flow analysis, and feasibility studies. Our combined expertise helps us ensure your portfolio is optimized for growth and stability whilst also reflecting your risk tolerance and financial goals.

Tax and structuring

As a crucial aspect of wealth planning, Morood’s tax planning include working with specialist advisors to conduct a tax review of portfolios and assets, onshore and offshore structuring and future tax planning – all of which contribute to minimizing tax burdens whilst ensuring compliance with changing tax regulations.

Financial and banking

As part of a holistic financial management service, Morood can oversee and advise on banking relationships and financing arrangements. This includes overseeing day-to-day interactions with financial institutions, arranging financing for accessing capital and coordinating personal banking services. We continuously provide comprehensive assessments of your financial risks and provide strategies to mitigate them.

Estate planning

Estate planning is a critical aspect of comprehensive financial planning and requires meticulously following legal directives and executing the transfer of assets to designated beneficiaries. Morood’s experienced advisors manage onshore and offshore structures for inheritance purposes across different jurisdictions helping our clients to safeguard their legacies, optimize tax outcomes, and streamline the inheritance process for their beneficiaries.

Legal, government and litigation services

Morood’s wealth advisory activities are underpinned by a deep understanding of the complexities of the legal system on behalf of individuals or organizations. By effectively managing legal, litigation, and government-related matters, individuals and businesses can navigate legal challenges, protect their rights, and ensure compliance with applicable laws and regulations.