Cohen & Gresser LLP is pleased to announce that it has advised on the end-to-end establishment, regulatory structuring, and initial funding arrangements of a pioneering financial services business based in the Abu Dhabi Global Market (ADGM).

The newly established entity has been created to deliver institutional-grade advisory services tailored to the increasingly sophisticated and evolving needs of family offices and endowments, with an initial focus on the GCC region. The GCC benefits from a well-developed financial services ecosystem, including private banks and wealth managers offering a broad range of solutions. Against this backdrop, the new platform has been designed to complement the existing landscape by introducing an independent, principal-led advisory model focused on delivering highly specialised structuring and strategic advice.

C&G played a central role in designing and implementing the legal and regulatory architecture underpinning the platform. The firm’s cross-border team worked seamlessly to deliver a solution aligned with both international best practices and regional regulatory requirements, leveraging its experience across key financial centres and the Middle East.

The mandate was led by Rishi Solan, Of Counsel, who leads the firm’s family office advisory practice.

Rishi Solan commented:

“This project represents a significant milestone in the evolution of the family office landscape in the GCC. As families increasingly seek institutional-quality governance, structuring, and strategic advice, there is a growing need for independent advisory platforms that can operate with both technical sophistication and cultural alignment. We are proud to have supported the establishment of a business that is uniquely positioned to meet these demands and to contribute meaningfully to the region’s ongoing financial maturation.”