Multi-family office Citadel Legacy

An independent firm providing wealthy families with comprehensive wealth, asset, and family office management services. We combine the best practices of legal, financial, and investment professionals.

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What we do

Services

The Citadel Legacy multi-family office provides professional assistance in protecting and growing your family's capital.

International Structuring

Full-cycle services for structuring all types of foreign assets, including international companies, foundations, and trusts.

Investment Instruments

Selection and end-to-end support for the acquisition of securities, digital assets, and real estate in chosen locations, including the UAE.

Residence and Permanent Residency

Comprehensive services for obtaining residence permits and permanent residency for you and your family members: Europe, the USA, the UAE, Mauritius, and other countries.

Bank Accounts

Opening personal and corporate bank accounts; support and consulting regarding banking products.

Tax Consulting

Personal and corporate taxation (Russian and international), tax residency, currency regulations, defense against tax authority claims, and proactive analysis.

Estate Planning

Secure capital transfer to successors, foreign wills, foundations, and trusts. Specialized services for selecting medical care and educational programs abroad.

MFO address both the financial and "life" needs of a family:

  • Investment strategy and portfolio management (including the selection of external managers/funds).
  • Tax and legal consulting, asset structuring (holding companies, trusts/foundations, asset protection).
  • Estate planning and succession.
  • Management of real estate and other assets, including those located abroad.
  • Concierge services: selection of schools and universities for children, travel arrangements, medical services, relocation, and residency/citizenship programs.
  • Family financial literacy and educational programs for heirs.
Who we are

About Us

We are an international team of experts across multiple jurisdictions (UAE, Russia, Serbia, Cyprus, Switzerland), most of whom have over 15 years of experience.

A multi-family office combining the best practices, experience, and expertise of lawyers, financial professionals, investment advisors, accountants, auditors, tax consultants, and other specialists in the protection and structuring of private capital.

«We do not simply manage assets—we build a long-term strategy for family well-being that spans generations.»
Team
Whom do we serve

Our Clients

Entrepreneurs, business owners, senior executives, and families in need of a coordinating family CFO.

We work with those who value confidentiality, a comprehensive approach, and a strategic vision. Our client is a family that seeks not only to preserve but also to grow its capital, ensuring continuity and prosperity for future generations.

Clients
Why us

Advantages

Comprehensive Approach

All services—from investments and tax planning to concierge support—available through a single point of contact. A unified strategy covering every aspect of the family's life.

Confidentiality

Complete privacy and data protection. We operate within strict ethical and legal frameworks./p>

Long-Term Strategy

A focus on a family strategy spanning decades. Preserving and passing on values ​​and capital to future generations.

Contact us

Contact Information

Moscow, 12 Presnenskaya Embankment, Federation Tower

+7 (495) 123-45-67

+971 4 123 4567 (UAE)

info@citadel-legacy.com

Mon–Fri: 9:00 – 19:00