Definition: A family office valuation is an independent, comprehensive assessment of all assets held by a family office, including private equity stakes, real estate, business interests, investment portfolios and intangible assets. It provides a single net worth picture essential for wealth governance, succession planning and regulatory compliance.
Independent valuation services for family offices across DIFC, ADGM and the GCC. Portfolio valuation, succession planning, real estate, private equity and estate valuations for HNI and UHNWI families.
We provide independent valuations for: operating businesses and trading companies; private equity and venture capital fund interests; real estate portfolios and SPVs; fixed income and alternative investment holdings; intangible assets including brands, intellectual property, and goodwill; and inter-generational transfer transactions requiring arm's-length certified values for DIFC Wills Service and estate planning.
Our valuations are prepared under RICS, IFRS, and IVS standards — the frameworks required by DIFC and ADGM regulatory authorities. We have experience with multi-jurisdiction mandates spanning UAE, UK, Saudi Arabia, India, Singapore, and Europe, and provide reports in the format required by investment committees, trustees, and regulators.
Why do family offices in DIFC and ADGM need independent valuations?
DIFC and ADGM regulations require family offices to maintain accurate records of asset values for governance, reporting and compliance purposes. Independent valuations also support investment committee decisions, beneficiary distributions and inter-generational wealth transfers.
How often should a family office update its valuations?
Best practice is annual valuation updates for governance and reporting, with interim updates triggered by major transactions, market dislocations, succession events or regulatory reviews. Assetica offers retainer-based relationships for ongoing valuation support.
Does Assetica handle cross-border family office mandates?
Yes. Assetica has experience with family offices holding assets across UAE, UK, Saudi Arabia, India, Singapore and Europe. We coordinate multi-jurisdiction valuations and apply locally accepted standards (RICS, IFRS, IVS) in each market.