1. Dubai | Nicosia | Zürich
A consulting, advisory and management
solutions firm that delivers advice and services to
Small and Medium Enterprises and their owners.
2. Who we are
This is how we approach our Private
Institutional Clients – our term for the
high net worth individuals whose wealth is
amalgamated between corporate and private
assets.
Our services offering spans from corporate
finance, transaction support and execution,
company establishment across jurisdictions,
financial outsourcing, risk management,
human capital solutions, to individual wealth
and estate planning.
With offices in Dubai, Nicosia and Zurich,
we are a one-stop shop for providing
advisory services and executing solutions in
the areas of Corporate Services, Corporate
Finance, Family Office needs and Human
Capital Solutions.
With a diverse team that possesses a broad
financial experience, and a carefully selected
network of partners, we offer the expertise,
experience and results that global business
owners can rely on.
We are a consulting, advisory and management
solutions firm that delivers advice and services to
Small and Medium Enterprises and their owners.
Our experience tells us that in most cases of privately
owned companies and their high net worth owners,
the segregation between corporate and private assets
is very vague, as the business itself represents a
substantial portion of a business owner’s wealth.
We believe that the efficient structuring and
management of these assets should be done with the
owner in mind first.
02 | Loggerhead Partners
With offices in Dubai, Nicosia and
Zurich, we are a one-stop shop for
providing advisory services and
executing solutions in the areas
of Corporate Services, Corporate
Finance, Family Office needs and
Human Capital Solutions.
3. Our Clients are Private Institutional Clients, our term for
owners of Small and Medium size Enterprises, whose wealth
is often amalgamated between corporate and private assets.
We are a consulting, advisory and management solutions
firm that brings together the crucial skills and experience to
analyze, advise, structure and execute solutions to address
the challenges and plans of our Private Institutional Clients
whether for their corporate or private holdings.
Unlike traditional advising firms who specialize either in
private or corporate holdings, we work with the owners
and assess the relative performance of both corporate and
private investments and their impact on their owners. We
work in a bespoke manner to assess our clients’ needs and
unique situation, explore their growth plans and the effective
management of their wealth. We step into their shoes and
look at both their corporate holdings as well as their private
investments.
The firm
Loggerhead Partners | 03
Family Office
Solutions
We help our clients by
providing a complete process
in estate planning and
management in bringing
together both the corporate
and private assets.
Our unique approach is delivered through 4 interconnected disciplines:
We start at the top and engage our clients through a structured conversation to assess their unique situation and provide
consultation and solutions in their estate planning, structuring, management, investment management and governance. This
inherently covers tax planning, fiscal residency and other family office needs.
On the Corporate side, our services include Strategic & Financial Advisory, Sales & Divestitures, Acquisitions, Business
Planning, Human Capital Solutions and other Business Solutions.
Our Corporate Services focus on the jurisdictions in which we are present. In the UAE, we are focused on onboarding our
clients’ business and private estate holdings in this regional commercial hub and zero tax rate jurisdiction. In Cyprus, we
leverage the extensive double tax treaty framework and in Switzerland the impeccable reputation of the Swiss State and their
financial services.
We are able to deliver this broad but carefully constructed set of services either through our in-house teams or carefully
selected and tested associates, all of which are highly qualified professionals with extensive and recognized experience in their
field.
We adhere to very high standards of customer service delivery. We operate in compliance with strict confidentiality and the
highest level of service.
Consulting &
Advisory
With our clients and their
financial success at the center,
we provide thorough analysis
and answers in order to
help them take decisive and
effective action.
Human Capital
Solutions
Through our in-house team
and partnerships we are able
to provide world class Human
Capital Solutions across a
broad range of areas in the
GCC.
Corporate Services
We service associates and end
clients in the areas where we
have a physical presence. We
provide formation, registration
and administration of
companies worldwide.
4. 04 | Loggerhead Partners
Corporate Services
In addition to our own clients, we work primarily on a
B2B model, where we service associates from around the
world in the areas where we have a physical presence.
We provide formation, registration and administration
of companies (whether holding, trading, consulting
private or family investment vehicles, special purpose, or
otherwise) worldwide with a focus in:
→ UAE
→ Cyprus
→ Switzerland
Our services include:
→ Provision of Corporate Set-up and Establishment
→ Provision of statutory corporate secretarial
→ Provision of registered address
→ Provision of professional directorships
→ Provision of nominee shareholding
→ Provision of bank account application
introductions and facilitation
→ Provision of Banking Services
→ Provision of operational Auxiliary Services
Consultancy & Advisory
Loggerhead Management Consultants is a Strategic &
Financial Advisory firm to small and medium sized
private companies and private investors.
With our client and their financial success at the center,
we provide thorough analysis and answers in order to
help them take decisive and effective action.
Our engagement with our clients usually continues
in order to assess the outcome of our advice, as our
relationships do not end at the end of a transaction.
Our services include:
→ Strategic and Financial Advisory
→ Company Sales & Divestitures
→ Acquisitions
→ Transactions support
→ Investment assessment
→ Financial planning, budget, feasibility studies and
business plan preparation
Our disciplines
5. Loggerhead Partners | 05
Family Office Solutions
We cater to the high net worth individuals whose wealth
is amalgamated between corporate and private assets by
helping them understand the nature and size of their
wealth, define their goals and priorities, structure their
holdings in an efficient manner and invest in a way they
can achieve their goals.
We help our clients by providing a complete process in
estate planning and management by bringing together
both the corporate and private assets; an engagement to
assess each client’s unique situation, goal setting, a review
and reporting process and implementing any changes to
the investment allocation. We follow a “service delivery
model” and hold ourselves as an objective provider of
advice that places the interests of their clients first, unlike
most wealth management banks.
Our Offering
Our Family Office Solutions are led by our in-house team
and complimented by a team of specialists in accounting,
tax, legal etc. and supported by systems and technology.
We centrally coordinate and manage all aspects to ensure
seamless integration, effective oversight of all functions
and confidentiality.
Human Capital Solutions
Through our in-house team and partnerships with a
number of leading global providers we are able to provide
world class Human Capital Solutions across a broad range
of areas in the GCC. These include:
→ Executive Education and Management Training
→ Executive Search
→ Strategic HR Consulting
→ Compliance and Risk Management platform and
training
→ Assessment and diagnostic tools and methodologies to
improve individual, team and organization performance
→ Productivity Improvement consulting
→ Pre-employment screening for mid to senior level hires
→ Corporate governance
→ Risk management programs
→ Local market intelligence and analysis (Dubai, UAE
and Cyprus)
7. We are present in major financial centers and work with our clients through our 3 office locations, or directly at the clients’
location. We work in a bespoke manner to assess our clients’ needs and explore which of their operating and financial needs
they can effectively outsource to us.
The United Arab Emirates (UAE) has established itself as a commercial hub for the Middle East and Arabian Gulf and attracts
considerable business from all over the world. It is an attractive commercial location due to its zero tax jurisdiction, credit
worthy banks, ease of access, and regional leadership. It provides for Offshore, Freezone and Onshore corporate entities. Our
primary office is located in the heart of the financial and business district of Dubai offering our clients direct access to this
thriving business community. Our local knowledge and expertise allows us to guide our clients through this exciting and
challenging environment.
Cyprus has become a financial center due to one of the lowest tax rates in the European Union, an extensive double tax treaty
network, and an established network of professional services providers. It has a transparent regulatory environment, and given
its safety and sunshine, a great place to live. Our offices are based in Nicosia, the capital of the island, and allows us to offer
our clients high-quality business services.
Switzerland has a long tradition in banking and finance, coupled with a stable political system and a dependable currency
that make it one of the world’s most trusted wealth management destination. Our offices in the heart of Zurich allows us to
stay in close contact with the financial institutions that we work with on behalf of our clients.
Loggerhead Partners | 07
Dubai
Capricorn Tower 1204,
SZR, (DIFC area)
P.O. Box 212 997
Dubai, United Arab Emirates
Tel: +971 4 358 7877
Nicosia
11 Florinis Street
City Forum, 7th Floor
1065 Nicosia, Cyprus
Tel: +357 99 576 006
Zürich
Schifflände 26
8001 Zürich
Switzerland
Tel: +41 79 330 2993
“We understand that our clients will entrust us with some of their most intimate financial
and family arrangements. We uphold this trust and operate with strict confidentiality –
a characteristic that transpires across everything we deal with in our organization.”
Marios S. Kalochoritis
Managing Partner, Loggerhead Partners
