We are South Africans, specialising in helping South African expatriates in the UAE on the strategic structuring of their international financial affairs, with a specific focus on long-term offshore wealth preservation, protection, and succession planning.

Our work begins with understanding each client’s tax status and intentions in relation to South Africa, whether they are in the process of formally ceasing tax residency or have already done so. From there, we assist in designing offshore investment structures that are aligned with international best practice and appropriate for South Africans living abroad.

Clients are introduced to internationally domiciled investment solutions, including Guernsey-based structures offered through established offshore investment managers with recognised South African pathways. These solutions are designed to hold capital outside South Africa and provide exposure to hard-currency assets within robust regulatory jurisdictions.

Alongside wealth structuring, we facilitate access to offshore life, disability, and severe illness cover for South African nationals and expatriates. These USD-denominated policies are domiciled offshore and purpose-built for South Africans seeking currency protection and jurisdictional diversification as part of a broader financial plan.

Operational & Regulatory Framework

Our UAE presence functions as a non-custodial advisory and facilitation office. We do not accept, receive, hold, or process client funds or insurance premiums locally.

Our responsibilities are limited to:

• Client engagement and onboarding coordination

• Collection and verification of certified documentation

• KYC and AML facilitation in line with international standards

All completed documentation is submitted to approved offshore investment platforms and South African-based risk providers for execution and administration.

Where insurance solutions are involved, all advice and placement are conducted by consultants licensed under Seven Insurance Brokers LLC, which is regulated by the Central Bank of the UAE (CBUAE) Reg number 248. Policy issuance, premium collection, and underwriting take place through the appropriate licensed entities and jurisdictions, with no execution occurring within the UAE outside of the permitted regulatory framework.

In a nutshell:

We provide South African expatriates with a single point of coordination for complex cross-border financial planning, combining offshore investments, international risk protection, South African tax awareness, and UAE estate planning into one coherent strategy.

Our role is to simplify complexity, ensure regulatory clarity, and deliver a professional, compliant, and high-touch advisory experience for South Africans building their financial futures abroad.