Transition Desk

Transition Desk

Supporting Private Client Firms During Client Relocation

Client relocations create risk.
The first 90 days after a move are when relationships are most fragile and costly mistakes are most likely to occur.

Transition Desk exists to protect continuity during that critical window.

Why a Transition Desk?

When private clients relocate to the UAE, firms face predictable challenges:

  • Loss of visibility once the client leaves the country

  • Poorly sequenced decisions made under pressure

  • Conflicting advice from multiple local providers

  • Increased risk of disengagement or advisor replacement

Most issues do not stem from bad advice, but from bad timing.

Our Approach

A discreet extension of your firm.

We operate as an internal Transition Desk, supporting your clients behind the scenes while your firm remains the primary point of trust.

  • Time-bound, 90-day transition support

  • Remote-first delivery, no operational dependency

  • Decision support focused on sequencing and timing

  • No client ownership transfer, no external branding

We stabilize the transition so your advisory relationship remains intact.

Value We Deliver

Through structure, judgment, and discretion, Transition Desk helps firms avoid avoidable loss:

  • Clear sequencing of critical early decisions

  • Prevention of common five-figure errors made in the first weeks

  • Calm, informed decision-making during periods of uncertainty

  • Preserved continuity and confidence in your advisory relationship

This is not execution or logistics.
It is risk insulation at the moment it matters most.

Engagement

Transition Desk is designed for firms that value continuity, discretion, and control.

If you are seeing private clients relocate and want to protect relationships during the transition phase, we can discuss whether Transition Desk is appropriate for your firm.

Request a confidential conversation.