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Financial Planning for
Retirement

Plan for a Secure Retirement Using our Interactive Tool

Ensure an affluent retirement with The Family Office

We’re here to help you make the right choices from the very beginning. Our expert advisors make retirement planning simple and hassle-free so you can rest assured that your future is in experienced hands.

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Heritage Wealth Planning

To meet and maintain your income and lifestyle requirements, our financial experts design a plan to preserve your inherited wealth.

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Meeting Your Retirement Goals

Before beginning a journey, the destination must be known. Thus in order to meet your retirement goals we ensure we understand what they are.

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Personalized Investment Strategy

We create a personalized investment strategy to best ensure your goals could be reached.


Plan for a Luxurious Retirement

Discover your projected retirement income with our secure calculator.
Simply enter the amount you can set aside, your risk preference and time horizon.

Choose your top priorities to adjust your retirement plan

How much can you invest initially towards your retirement fund (in USD)?$1,000,000
$500,000
$10 million +
To help achieve your goal we will need a contribution of a minimum of $500,000
Your age50
21
85
Your ideal retirement age60
51
85
How much can you contribute into your retirement fund each month (in USD)?$5,000
$5,000
$100,000
To help achieve your goal we will need a contribution of a minimum of $5,000 each month

Frequently Asked Questions

Still have questions? Visit our FAQ page.

All too often, affluent families miss on long-lasting wealth by not making a financial strategy. Without effective planning, family wealth becomes disintegrated over time, divided across too many people and lost. The most effective wealth heritage planning advisors keep the source of wealth in a centralised portfolio. This way, multiple family members can benefit from a generous income, while the value of the overall wealth is preserved over time.

If your questions weren't addressed, don't hesitate to contact our team of experts.


Learn more about retirement planning

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Education - 4 min

Staying Private: Why Companies are Delaying IPOs

Companies have always relied on private capital - from banks, personal funds, and specialist early-stage investors such as venture capital firms - to finance the early stages of their business.Upon reaching a certain size, the most efficient way to obtain additional growth capital has traditionally been to ‘go public’, or in technical terms, to hold an Initial Public Offering (IPO). Public companies have access (via capital markets) to the full, potential universe of investors, from institutions to individuals.

Jul 3, 2024

1

Education - 4 min

Strategic Succession Planning: Ensuring Legacy and Prosperity

Family-run businesses are a pivotal force behind the MENA economy. In the GCC alone, they make up 50% of private sector GDP. Ensuring growth and preservation is important therefore not only for the families themselves, but for the region as a whole.Succession planning - ensuring that a business continues to thrive across generations - is no easy task. But with sufficient time, planning, and resources - it is possible. In this article, we examine what this involves in more detail.

Jun 12, 2024

The Greatest Risk

Education - 3 min

The Greatest Risk in Investing (And What to Do About It)

There is a well-known joke that an economist is a person who will explain to you tomorrow why the things they predicted yesterday didn’t happen today. This may not be fair to economists, but it is fair to say good investors are wary about predicting the future, as it is fundamentally unpredictable. That doesn’t mean we are helpless in the face of risk. On the contrary, risk management is a crucial part of achieving one’s financial goals.

Jun 5, 2024


Contact Our Expert Financial Advisors

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