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OUR SERVICES

We offer the following services within the Emirates and beyond

Personal and Corporate Financial Planning

Both personal and corporate financial investment planning aim to optimize resources and achieve financial goals. Although they diverge in their specific objectives and decision-making processes, both do require thorough analysis and risk assessment, as well as diversification and rebalanced portfolios to maintain risk tolerance low. 

 

Both surely do benefit from professional guidance, especially in complex environments and challenging economical climates. At Goldert Advisors, we are here to help.

WHAT WE DO:

  • Personal investment strategies and planning

  • Corporate investment strategies consulting

  • Strategic and Tactical Asset Allocation

  • Estate Planning

  • Tax implications

Financial Research and Analysis 

Financial analysis and consulting are two distinct but complementary fields that help businesses and individuals make informed financial decisions.

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Financial analysis involves examining financial data to assess the financial health and performance of a company, investment, or project. On the other hand, financial consulting involves providing expert advice and guidance on financial matters. Financial analysis and consulting are essential for businesses of all sizes, as well as for individuals who want to make informed decisions about their finances. 

By working with Goldert Advisors, you can gain valuable insights and guidance that can help you achieve your financial goals.

WHAT WE DO:

  • Macroeconomic research and analysis

  • Equity research and analysis

  • Credit research and analysis

  • Commodity research and analysis

  • Real Estate Research and Analysis

  • Jurisdiction Analysis and Determination

Business Consultancy

Dubai is a hub for entrepreneurs, start-ups, and well-known brands due to its ease of conducting business. Employing Goldert Advisors can help you start your entrepreneurship journey.

 

Our vast experience in business setup consultancy services enables us to make the process smooth and uncomplicated. We provide step-by-step guidance on how to incorporate and operate a company in the UAE, along with a detailed picture of the whole process. We make sure our clients obtain all necessary permits in a timely manner.

We assist our clients in finding an excellent location, securing a trade license, obtaining a tax residency certificate in the UAE, and sorting out all legal procedures. Our business advisors will be by your side from the initial stage until your company becomes operational.

WHAT WE DO:

  • Business Setup Consultancy (mainland, free zone, offshore)

  • Residency Assistance

  • Company Administration Services

  • One stop shop solutions

Management Consultancy

Effective business processes are essential for organizations to operate efficiently. Good processes reduce the reliance on individuals and enable companies to scale their operations and capitalize on emerging market opportunities.

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Goldert Advisors assists clients in establishing processes and systems that enhance business efficiency. We help owners define or redefine their vision and strategic goals. We work with organizations to understand their business environment, current and future work coordinates, and create a roadmap to achieve their objectives.

WHAT WE DO:

  • Feasibility Studies

  • Restructuring Feasibility

  • Legal Obligations 

  • Project Due Diligence

  • Tailor-made services

Regulatory Services

Money laundering and terrorist financing are significant threats to the stability and security of any nation's financial system. Therefore, AML/CFT compliance in the UAE is critical for the financial sector and it is essential for businesses to have a comprehensive regulatory compliance strategy in place. However, with stringent government regulations against money laundering and terrorist financing, ensuring compliance has become increasingly complex. This is where our compliance consulting services come into play, providing essential support in navigating the constantly evolving regulatory landscape.

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We specialize in AML/CFT compliance and offer tailored solutions that help businesses stay ahead of regulatory changes and mitigate risks. Our team of experienced consultants understands the intricacies of the UAE financial system and works closely with its clients to develop robust traceability frameworks. By partnering with us, you can ensure that your organization remains compliant, safeguarding its reputation, and avoiding potential legal repercussions. Let us guide you through the complexities of AML/CFT compliance, so you can focus on your core business operations with peace of mind.

WHAT WE DO:

  • AML Laws Guidance and Updates

  • AML/CFT Policies and Procedures

  • Regulatory Remediation

  • Regulatory Compliance

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