Financial Planning- The Family Office

Long-term investment planning

Anyone with capital can invest without professional help. But this can be risky, especially over the long term. Nobody knows everything about investing and these “blind spots” mean that many solo investors miss valuable opportunities. Over several decades, such oversights may cost tens or hundreds of thousands of dollars in lost revenue. More importantly, solo investors suffer the mental stress of trying to beat the stock market while they cope with several roles, such as a parent or manager. Missing valuable opportunities and spending too much time under pressure can affect the well-being of investors and their families.

On the other hand, outsourcing investment and financial planning to leading experts can unlock a world of benefits over the long term. Thanks to the magic of compounding returns and compound interest, early strategic decisions at the very start of the investor’s journey can boost the investor’s wealth significantly.

Our experienced team of advisors can reduce the risk of investment blind spots dramatically. We leave no stone unturned to secure the best options for our clients. Leveraging our global network of the world’s leading asset managers, we can provide exclusive private investment opportunities unavailable for outside investors.

Securing your family’s future

An estimated 70% of affluent families lose their wealth by the second generation, and 90% lose it by the third. Safeguarding your family’s future requires expert financial planning. As experienced, long-term investment experts, we understand the importance of balancing your family’s day-to-day financial requirements while securing a sustainable long-term income for generations to come. We design investment portfolios that stand the test of time, funding education, marriages and properties for children, grandchildren, and beyond. With a strategic investment portfolio, your wealth should not only last, but also grow. We endeavour to understand the unique wishes and requirements of our clients and their families. Our clients do not lose their wealth after the second or third generation. They are the rare few who truly prosper and build a lasting financial legacy.

Financial planning for individuals

Whether you want to retire comfortably, buy a property or achieve another goal, expert financial planning can go a long way. Your goals are our priority. On the first meeting, we try to understand your unique aims. Then we create a personalised financial plan and calendar to achieve each goal in the most comfortable way. From once-in-a-lifetime trips to charitable contributions, we turn your dreams into reality. Working with us is simple and hassle-free. It’s our pleasure to create and implement strategic investment portfolios, designed for your dreams and ambitions. Our purpose is to provide you the best possible tailored financial planning.

Planning for a healthy retirement

Retirement should be free from financial stress. It’s a time to enjoy precious moments with ample fixed income and experts handling all your financial commitments safely. We work hard to provide this for our clients. Starting decades in advance, we use state-of-the-art forecasting tools to give clients an accurate understanding of their retirement options. We work with clients to provide exceptional financial planning to achieve the retirement of their dreams. For our clients, it’s a win-win situation, as our experts create more income and profits than they cost, As we like to say, good investment managers pay for themselves. Contact one of our leading experts today to develop a highly accurate picture of your retirement finances, and see how we can improve it.

Limitless opportunities

We build custom-made investment portfolios using the finest assets across all eleven sectors of the stock market. From technology to real estate, energy to healthcare, we select only the most impressive investments for our clients. We craft exceptional ethical portfolios too, uniquely tailored around our clients’ core principles and religions.

What we are best known for, however, is our extraordinary ability to unlock exclusive private equity and private debt opportunities for clients. Over the decades, we’ve secured highly sought-after investments, with TikTok, Boots, Burger King, UFC to name a few. With our deep-rooted local expertise, and global reach, the investment opportunities for our clients truly are limitless.

Global Asset Management

We are global asset managers, present in three continents through our six country offices. Our primary goal is to build long-term wealth for our clients and their families. By forging close relationships with trusted partners, we create global investment portfolios with exclusive regional expertise. From London to Zurich, New York to Hong Kong, we cherry-pick the finest investments for our clients, in line with their unique strategies.

Our Experts

Present across three continents, in six different offices, our experts work around the clock to bring clients the best possible investment opportunities. Each member of our team has impeccable credentials and experience. They care deeply about clients’ financial goals, and base their advice on highly accurate, up-to-the-minute data.

Our Regional Experience

We are deeply entrenched in many countries, and our experts understand the culture and beliefs of our clients.Many of our clients invest in a Sharia-compliant manner, and we help them create portfolios that are compatible with their beliefs. We can design well-diversified interest-free investment accounts and even assist with regular Zakat contributions to fulfil our clients’ long-term financial goals.

Transparent, Operational Excellence

Our valued clients entrust us with the wealth of their families for generations to come. We take this responsibility extremely seriously.We pride ourselves on exemplary transparency and integrity. Over the years, we’ve earned a global reputation for our trustworthiness and security.

Talk To Our Financial Experts

Get Started On Your Customized Investment Strategy

inquiry@tfoco.com

+973 1757 8000

+966 53 409 7700

Message Us On Whatsapp

Request A Call At Your Convenience

Tell us when to call you (optional)

First Name

Last Name

Phone Number

You will receive a call on at .

You will also get a confirmation email. To reschedule the call, please change the time in the calendar invite.

Your Appointment Has Been Cancelled.

Financial Planning Services

The Family Office makes wealth management simple