Our WRISE Private platform serves as a comprehensive family office gateway, seamlessly integrating data feeds from multiple banks and pricing from leading financial sources.
Whether you’re establishing a new-generation family office or optimizing an existing one, our platform delivers institutional-grade connectivity to private banks, investment managers, and trust service providers.
Core Offerings
Asset Management & Investment Solutions
Institutional Insights
Access to exclusive research and global banking capabilities
Foreign Currency Management
Optimise FX exposure for enhanced returns
Advanced Risk Matching
Align portfolios with individual risk profiles
Alternative Investments
Hedge funds, private equity, structured products
Strategic Financing
Customized financing for liquidity and leverage
Curated Investment Structures
Including VCCs, AMCs, and bespoke vehicles
Our Global Counterparty Network Support
Wealth & Legacy Planning
Trust Services
Seamless multi-generational wealth transition
Total Estate Planning
Tax-efficient wealth transfer solutions
Life Insurance
Personalised coverage to protect and preserve wealth
Tax Planning
Global structuring to reduce liabilities
Wealth Structuring
Long-term financial architecture for families
Trust and Corporate Services
Accounting & Compliance
End-to-end reporting and audit support
Bank Account Opening
Access to global banking, including U.S. institutions
Corporate Services
Global entity setup and administration
Residency & Professional Licensing
Guidance through international regulatory frameworks
M&A Advisory
Strategic counsel on acquisitions and exits
Enterprise Financing
Capital solutions tailored to business growth
Click here to try out our wealth platform TREX
WRISE Wealth Management (Middle East) Limited
Dubai Financial Services Authority Category 3C
Licence no.: 5557