Event Details

Nearly half of UAE businesses lack a clear succession plan, according to recent data from HSBC - a critical gap in a region where SMEs are predominantly owner-led and family-run. 

While many of these companies are resilient and profitable, too often their future depends on a single founder.

In this Business Briefing, sponsored by Yungo Law, we explore how UAE companies, business owners and family enterprises can strengthen continuity and protect their legacy.

This session brings together legal, banking and wealth specialists to connect the dots between succession, governance, business continuity and cross-border estate planning for globally mobile leaders. Attendees will gain practical guidance on when and how to use DIFC, mainland and offshore structures to safeguard control, maintain banking access and ensure liquidity for future generations.

Our expert panel will translate strategy into actionable steps, including employee-focused initiatives such as will clinics and guardianship guidance that help build resilience across the wider organisation.

Key Discussion Areas:

• Leadership succession and corporate continuity
• Executive and employee financial planning
• DIFC, mainland and offshore structures for control, liquidity and banking access
• Ownership and governance best practices
• Employee initiatives: will clinics, guardianship support and benefits integration
• How to secure mortgages and ensure long-term protection for heirs

Keynote:

• Clotilde Iaia Polak, Managing Partner, Yungo Law

Confirmed panellists:

• Alexandra Hewazy, Head of Key Clients Wealth Advisory – Middle East, Barclays Private Bank 
• Amanda Llewellyn, Mortgage Broker and Partner, The Mortgage Boutique
• Clotilde Iaia Polak, Managing Partner, Yungo Law
• David Reynolds, Partner, St. James's Place Middle East & Asia

Moderator:

• Helen Barrett, BCCD Deputy Chair

The agenda will include a keynote speech, a panel discussion, an audience Q&A and plenty of opportunities for networking.

Registration includes breakfast
Dress: Business
Valet parking is available

This is a pre-pay event and your place will not be confirmed until payments are received. No cash payments accepted.

If your company is a BCCD member and you are not a named member, please register by emailing [email protected] to benefit from the member rate, named members should register online as usual. Cancellations will be accepted until 11.59am on Monday 12th January after which “no show fees” will apply.

Photos and/or videos will be taken on the day and may be shared on social media. By attending this event you are granting the BCCD your implicit consent to use all photographs from the event.

Having trouble registering? Feel free to email [email protected]

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