- Financial Tools
- Portfolio Builder
Plan a Successful Investment Portfolio
Our portfolio builder helps you build the right portfolio to meet your financial needs
Plan Your PortfolioYour Goals Are Our Priority
We build custom-made investment portfolios using the finest assets based on your needs, values, lifestyle and financial goals
Limitless Opportunities
Access highly sought-after investments across private markets and geographies such as TikTok, Boots, Burger King, UFC to name a few.
Our Regional Experience
Deeply entrenched in many countries around the world, we understand your culture and beliefs then cater to them.
Shariah Compliant Investments
If you are looking for Shari’ah-compliant investments, we have the knowledge and expertise to build Shariah-compliant portfolio.
Plan Your Ideal Portfolio
Building the right portfolio is a key component in growing and preserving your wealth. In order to achieve your financial goals, we must first carefully consider the asset classes, risk appetite, expected returns, and yields.
For us to provide you with an ideal portfolio composition we must first comprehend your investment expectations. Our financial advisors will then assist you in tailoring a portfolio that fits your needs.
1. What return do you expect on your investment?
2. What annual income do you expect from your investment?
The option you are trying to select is not possible, please select an annual income option that does not exceed more than half of your total returns.
The option you are trying to select is not possible, please select an annual income option that does not exceed more than half of your total returns.
The option you are trying to select is not possible, please select an annual income option that does not exceed more than half of your total returns.
The option you are trying to select is not possible, please select an annual income option that does not exceed more than half of your total returns.
The option you are trying to select is not possible, please select an annual income option that does not exceed more than half of your total returns.
Investment Style

Conservative
You are a conservative investor. You seek to preserve your wealth while earning modest returns. You do not like the idea of a market downturn and will prepare ahead of time to minimize losses during such events. You wish to achieve consistent returns even if it means giving up some upside.
Your potential portfolio
- Allocations
- Deals
Capital Growth
Capital Yielding

650 Madison Ave
Not sure which solution suits you best? Simulate various portfolios on our digital platform.
Contact Our Expert Financial Advisors
Please provide your contact details for our financial advisors to get in touch
Thank you for your interest in The Family Office.
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Learn more about Portfolio Planning
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