Wealth & Estate Planning

Service Description

Generational wealth requires more than investment returns—it demands careful legal structuring, tax optimization, and a clear vision for your family's future. At Amana Investments, we specialize in helping high-net-worth individuals and families across the Middle East secure their legacies through comprehensive wealth and estate planning. Our services encompass succession planning that ensures smooth transitions of assets and control to the next generation, family office establishment and management for those with complex, multi-jurisdictional holdings, and cross-border trust structures designed to protect assets while maintaining tax efficiency across different legal systems. We understand the nuances of Islamic finance principles, international private law, and Hungarian regulatory frameworks—critical for families managing wealth across multiple continents. Whether you're establishing a family trust, restructuring existing holdings, or planning for fiduciary wealth management, our team provides strategic guidance tailored to your unique circumstances. We work closely with your legal advisors, accountants, and financial institutions to create a cohesive plan that protects your interests, honors your values, and positions your family for long-term prosperity. Your legacy deserves expert stewardship. Let us help you build it.