Investment Management Services

The Family Office: Growing & Preserving Wealth

Investment management is much more than simply buying and selling assets. It’s about designing a robust investment strategy that suits the unique needs, preferences, and lifestyle of the investor. Good investment management requires international diversification of assets. Exceptional managers will unlock exclusive private market opportunities too.

We are the investment managers for 200+ affluent individuals and their families. We build and manage superior investment portfolios, which are custom-made around each client’s unique risk tolerance, time horizon and goals.

Achieving your financial legacy is straightforward and hassle-free. Speak to one of our leading advisors today.

Why investment is key to wealth management

Investing is key to growing and preserving wealth over the long term. The high-interest savings account is a relic of the past. With high inflation and low interest rates, savings lose value by the minute. To sustain long-term wealth, individuals and families must build a portfolio of diversified investments. Our experts build tailor-made investment portfolios, designed to bring you long-term prosperity. We cherry-pick the finest investment opportunities across public and private markets.

Build a diversified investment strategy

The challenge of investment and wealth management

Sustaining wealth is becoming increasingly difficult for many affluent families. With rising living costs and meagre interest rates, securing sustainable income to children and grandchildren is a challenge. Our research teams have identified six major causes behind this lost wealth, among families in Saudi Arabia:

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Investment planning to suit your lifestyle

We design the investment plan around you. Your life goals, your time horizon and your appetite for risk are at the heart of your tailor-made financial plan. Whether you’re seeking family wealth investment, retirement investment strategies or more, we’ve got you covered.

Our leading experts have decades of experience in growing assets, preserving wealth, creating and transferring income from generation to generation. We’ll take care of the day-to-day management of your wealth so you can relax and focus on enjoying your spare time.

Our Approach: Earning your trust

We do not ask our clients to trust us. We earn their trust, building a relationship based on honesty, openness and integrity. At the heart of this is making the best possible investment decisions.

For many of our clients, we adopt a long-term investment approach called the "Endowment Model." This is a non-traditional investment style, used by most Ivy League universities, such as Harvard and Yale. Instead of speculating on public market stocks, where returns can be limited, endowment investment managers, like ourselves, seek gains elsewhere, away from the standard routes.

Alternative assets, such as private market investments usually make up around 75% of endowment portfolios. Clients who commit to this long-term investment style can benefit from superior opportunities, exceptional diversification, and the illiquidity premium.

Using expert researchers and extraordinary connections, we find assets that are not available on the public stock market. We source exclusive private opportunities from exceptional companies, brimming with potential.

Client-led and community-driven, we can help you to protect and grow your financial legacy for generations upon generations. As leaders in endowment investing, we offer superior family wealth planning solutions.

Wealth preservation

We aim to ensure that your wealth does not lose value over time. We do this by building internationally diversified, inflation-proof strategies. We seek to preserve and grow your wealth for generations.

Steady returns

We look to grow and enhance your wealth over the long term. We cherry-pick the very finest investments with the best potential to help you reach your financial goals.

Asset allocation

With local insight and a global footprint, we create superior investment portfolios with exceptional diversification. We blend the finest assets in a customised financial plan, built around you and your preferred risk level.

Undervalued assets

As experts in private market investments, we source opportunities with the most potential, at the lowest prices. By keeping costs low, you and your family get more of the returns.

Trust

Earning our clients’ trust is paramount to who we are and what we do. Talk to us at any time to discuss your wealth management plan. Our door is, and always will be, open to you.

International diversification

With local insight, and global footprint, we unlock exceptional investment opportunities across regions, asset classes, market sectors and revenue sources. This is key to securing long-term prosperity, growing and preserving wealth for generations.

Long-term investment

The best things come to those who wait. We don’t chase cheap wins. We build long-term strategies to secure returns for generations upon generations. We use the longer time frames to secure superior outcomes for our clients and their goals. Long-term investing opens a range of return-generating benefits, including compounding returns and the illiquidity premium.

Manager selection

We continuously seek and obtain access to highly skilled, top-echelon managers. We partner with only the strongest candidates, who adopt research-driven approaches, taking advantage of market inefficiencies for high-return potential.

Proven Track Record

Since our inception in 2004, our clients have outperformed the stock market (S&P 500) and mitigated risk by incorporating private assets. Our clients have taken advantage of richer sources of revenue, with less volatility overall.

Thanks to our strong performance and investment philosophy, partners and clients have steadily grown to trust us more and more over the years. We now manage $2 billion worth of assets for our 200+ valued clients. We have more than 90 employees across five global offices. Best of all, we are 100% independent, ensuring that our investment decisions are always impartial and truly for our client's best interests.

Diversified Investments

Diversification is key to unlocking long-term financial prosperity. Diversified investments secure revenue sources from different asset classes, market sectors and income streams. Without diversification, the concentration of risk increases volatility significantly, which can be stressful.

We do not speculate on one or two assets. We create a robust, global strategy which spans public and private markets. We build exceptionally well-diversified investment portfolios, designed to last for generations.

Reduced Financial Risk

With us, your wealth is in expert hands. We take extra precautions to shield your wealth from any risk associated with the financial condition of The Family Office. Our clients own shares directly in Cayman Island investment vehicles separate from the balance sheet of The Family Office. This means that any financial hardship suffered by The Family Office would never affect your personal money or investments.

With this approach, clients also benefit from privacy and favorable tax treatment, so you and your family can enjoy more of your returns.

Personalised Solutions with Expert advisors

When you entrust your wealth to us, you’ll be assigned a dedicated wealth advisor who focuses on you and your goals, every step of the way, from understanding your objectives through building and monitoring your bespoke investment strategy. You’ll have daily access to a leading expert who works for and around you.

Personal and professional guidance could be just a conversation away.

Talk To Our Financial Experts

Get Started On Your Customized Investment Strategy

inquiry@tfoco.com

+966 11 250 7720

+973 1757 8000

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