Plan a successful
investment portfolio
We provide tools to help you understand your investment needs.
Our investment portfolio builder assists you in building the right
portfolio to meet your financial goals.
Your Investment Goals are our Priority
We build custom-made investment portfolios using the finest assets, tailored to your needs, values,
lifestyle and financial objectives.
Limitless Opportunities
Access highly sought-after investments across private markets and geographies, including companies like TikTok, Boots, Burger King, and UFC.
Our Regional Experience
Deeply entrenched in many countries around the world, we understand your culture and beliefs and cater to them accordingly.
Shariah Compliant Investments
If you’re seeking Shari’ah-compliant investments, we have the knowledge and expertise to build a portfolio that aligns with Shariah principles.
Plan your Ideal Portfolio
Building the right portfolio is a key component in growing and preserving your wealth. To achieve your financial goals, we must first carefully consider the asset classes, risk appetite, expected returns, and yields. Understanding your investment expectations allows us to provide an ideal portfolio allocation.
Our financial advisors will assist you in tailoring a portfolio that fits your needs. You can also use our portfolio builder tool to get started.
What return do you expect on your investment?
What annual income do you expect from your investment?
Frequently Asked Questions
Still have questions? Visit our FAQ page.
An investment portfolio is a collection of financial assets such as stocks, bonds, real estate, and other investments held by an individual or institution. It represents the total holdings designed to achieve specific financial goals.
If your questions weren't addressed, don't hesitate to contact our team of experts.
Learn more about portfolio planning
Education - 4 min
Beyond Inflation: What Is Shaping the Interest Rate Outlook?
Inflation has dominated the conversation around interest rates. Yet the cost of capital also reflects economic growth, business investment and government borrowing. As these forces evolve, they are shaping the opportunities available to investors. The global economy has remained resilient despite trade and energy disruptions. Investment in artificial intelligence (AI) and related infrastructure is supporting activity, while energy prices and public borrowing continue to influence financing conditions. For investors, the question extends beyond when central banks might cut rates. It is how to identify investments with sound fundamentals, appropriate financing and a credible path to long-term value creation.
Oct 12, 2026
General - 2 min
With The Family Office as Exclusive Official Event Sponsor, Al Eqtisadiah Launches Inaugural Forum on AI and Economic Transformation in Riyadh
RIYADH, 20 September 2026 – Al Eqtisadiah has announced the inaugural edition of its annual forum, bringing business leaders, decision-makers, and Saudi and international experts to Riyadh on 5 October 2026 to examine how artificial intelligence is reshaping the economy and business models. Held under the theme “Our Economy and Artificial Intelligence,” the one-day event will take place at King Salman Science Oasis in strategic partnership with the Ministry of Communications and Information Technology, with The Family Office as the Exclusive Official Event Sponsor. The forum will focus on translating AI’s potential into tangible economic value.
Sep 22, 2026
Education - 4 min
Sukuk vs Private Credit: Two Paths to Income for GCC Investors
As families build and preserve wealth over generations, generating sustainable income while managing risk becomes an important part of portfolio construction. Beyond traditional public markets, investors increasingly consider alternative income opportunities, including sukuk and private credit.
Sep 20, 2026
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