Financial Tools

Everything you need to help you decide on the best course of action

See Where You Stand Today

Check whether your investments are diversified enough to mitigate risk. Simply enter what
you have invested in so far, the calculator will analyze how diversified your portfolio is.

Make Well-Informed Decisions Today

Our planning tools provide insight to assist in making the right decisions on your investment journey.

Plan a Successful Investment

Plan a Successful Investment

The Family Office provides tools to help understand your investment needs. Our portfolio planner tool helps you build the right portfolio to meet your financial needs

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Plan for a Luxurious Retirement

Plan for a Luxurious Retirement

Discover your projected retirement income with our secure calculator. Simply enter the amount you’d like to set aside each month, what you have now, your risk preference and time horizon.

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Discover Your Risk Profile

Risk assessment and mitigation are key to a successful investment strategy. Every family and individual investor has different needs. Understanding your risk profile helps us tailor-make each and every financial solution we offer so that it fits our client perfectly.

Check Risk Profile

Contact Our Expert Financial Advisors

Please fill out your contact details for our financial advisors to get in touch.


A minimum investment of $300,000 USD is required to start investing with The Family Office