Personal Office Accounting Service
Welcome to Charteredo, your trusted partner for Personal Office Accounting Services in the UAE. Since our inception, we’ve been dedicated to providing high-quality financial management and accounting solutions for families and individuals across Dubai, Abu Dhabi, and Sharjah.
Our expert team ensures your family’s wealth, assets, and financial records are managed with precision, confidentiality, and care, helping you build a secure and sustainable financial future.
For inquiries or assistance, feel free to contact us at +971 50 297 4262
Tailored Solution
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Personal Office Accounting in UAE
Personal office accounting services are designed to support high-net-worth individuals by providing fully outsourced solutions to manage their finances, investments, and assets. These services help simplify financial administration, address liquidity needs, and enhance overall wealth management efficiency.
They also ensure strict compliance with regulations related to investments, assets, and personal financial operations, protecting long-term financial stability.
Professional Personal Office Accounting Service
- Increases Operational Efficiency — streamlines financial tasks, reporting, and day-to-day management
- Evaluates Risks and Protects Assets — identifies financial risks, secures personal wealth, and ensures proper safeguarding of assets.
Key Highlights of a Personal Office Accounting in UAE
Personal office accounting oversees a wide range of assets and investments, both business-related and personal.
The founder typically establishes clear guidelines or a personal management contract, supported by legal and fiduciary advisors, to ensure smooth handling of financial affairs.
All decisions are taken with a long-term perspective, focusing on financial security across generations.
Having a personal office allows for the centralization of decision-making, ensuring continuity, better control, and smooth wealth transfer to future generations.
Our Internal Audit Solution Covers :
Outsourced Internal Audit
We take the entire responsibility of managing your internal audit function and delivering reports with value-added insights, under a comprehensive coverage.
Co-sourced Internal Audit
We work alongside your in-house audit team, by offering expertise or additional resources to fill skill gaps and strengthen outcomes.
Specialist Support
We help your team for a smooth internal audit function with expert assistance. This involves setting up new internal audit functions, transitioning to outsourced models, providing training, and ad-hoc reviews, where our expert auditors will assist through the process.
Discover how our internal audit team can help enhance your organisational value, strengthen your internal controls and governance framework, and keep your business one step ahead.
- Coordinated and integrated management of all personal and business interests
- Strong control, protection, and confidentiality
- Clear understanding and focused efforts to meet the individual’s long-term financial goals
- Tailor-made services based on personal needs
- Flexibility to onboard external professional service providers
- Effective risk management and regulatory compliance
Across the region, more than 70% of businesses are family-owned, but only about 5% survive into the fourth generation — often due to lack of structured planning and expert guidance. As individuals and their wealth grow, specialized advisory and customized accounting services become essential to protect and secure personal assets.
Setting up a personal office accounting structure in Dubai depends on the individual’s objectives, preferred jurisdiction, and the specific financial matters to be managed. These offices are typically established as LLCs, functioning purely as service entities that oversee assets but do not own them.
Operating a personal office from Dubai offers major advantages
- Favorable tax environment
- Strong financial infrastructure
- Ease of operations
- Strategic global location
- Stable regulatory framework
Dubai provides two primary licensing options for such entities:
- DIFC (Dubai International Financial Centre)
- DMCC (Dubai Multi Commodities Centre), where personal office licensing has recently been introduced.
- Ease of operations
- Strategic global location
- Stable regulatory framework
These platforms offer world-class frameworks for managing personal wealth securely and efficiently.
- 100% of the ultimate beneficial ownership must belong to members of the same family.
- If the beneficial owner is a trust or holding entity, all primary beneficiaries/controlling individuals must also be from the same family.
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Minimum net worth requirements:
USD 10 million (approx.) for DIFC
USD 1 million (approx.) for DMCC - The personal office must maintain a physical presence within DIFC or hold a registered office address within DMCC.
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Personal office advisory services typically include:
- Assistance with setup and ongoing management
- Providing professional directors and governance support
- Ensuring compliance, accounting, bookkeeping, and audit oversight
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Personal office advisory services typically include:
- Assistance with setup and ongoing management
- Providing professional directors and governance support
- Ensuring compliance, accounting, bookkeeping, and audit oversight
Our Personal Office Accounting Services in Dubai Include
- Setting up a strong corporate governance framework
- Conducting internal reviews and assessments
- Monitoring team performance and ensuring full compliance
- Supporting and strengthening the investment management process
- Performing detailed risk analysis, evaluation, and reporting
- Protecting assets, including the use of secure offshore structures
- Ensuring strict data security and confidentiality
Key Highlights of a Personal Office Accounting in UAE
We help our clients establish the right governance structure to manage their personal estate and guide future generations. We also assist in presenting this framework to family members and act as a trusted advisor and steward over time.
Tax Planning and Compliance
For high-net-worth individuals, effective tax planning and regulatory compliance are essential. With support from our specialized experts, we assess the latest strategies and structures to minimize tax liabilities and ensure full compliance with applicable regulations.
