Your Vision

Your Vision

Future generations will thank and admire the family patriarch who recognizes the importance of passing on his values, insights and purpose, not just his wealth. By establishing a family office, he creates a mechanism that ensures his vision remains alive to guide future generations. Like a good father, the family office provides for the family members’ practical necessities and prepares them to shoulder future responsibilities, while also encouraging and enabling their dreams and aspirations.

An effective family office reinforces family identity and strengthens the bonds between its generations. Money alone cannot guarantee that. Enduring structure is required.

Our Role

Our Role

Financial Navigator has been a valuable resource to family offices for over 30 years. As such, we listen to the goals and challenges of the most successful families in the world. We understand the issues they face and how to address them. In return, they appreciate the professionalism, expertise and discretion we consistently provide.

Let our experience benefit you in establishing a new family office or improving the performance of your existing organization.

MENA Family Office Case Study

Advising Your Family Office

Advising Your Family Office

Financial Navigator can help you implement all facets of a family office. Our in-house expertise includes the following key areas:

  • Financial reporting - Establish computerized accounting system and train users. Generate financial statements to manage assets and keep family members informed.
  • Investment tracking - Record purchase and sale transactions. Regularly update portfolio positions to reflect current market values.
  • Investment policy statement, asset allocation and rebalancing - Define policies for percentage of assets to be invested in each asset class. Align portfolio accordingly and adjust when needed.
  • Private equity investments - Establish policies for building and managing a portfolio of long-term, illiquid investments.
  • Investment manager selection and monitoring - Develop process for selecting investment managers and evaluating their performance.
  • Real estate holdings - Monitor income and expenses. Manage cash flows including acquisitions/sales, renovations and financing.
  • Document management - Archive and share reports, legal documents and important files concerning investments and family activities.

In addition, Financial Navigator works in partnership with independent consulting experts to provide specialized guidance in the following areas:

  • Family governance - Establish system for building consensus, making decisions and resolving family disputes.
  • Shari’a compliance - Use accounting system to ensure principles are followed for the distribution of family wealth to succeeding generations and for Zakat.
  • Government compliance - Fulfill all government reporting requirements.
  • Succession and estate planning - Create processes to educate and empower succeeding generations to carry on the family’s success.
  • Risk management and security - Protect assets against loss due to unforeseen events, and protect the physical and cyber safety of family members.

Download a Case Study of an Evolving Family Office in the Middle East