1. What led The Family Office to expand into Kuwait at this specific time?
With rising volatility in global market, Kuwaiti investors have become more aware of the importance of financial planning that aligns with their personal goals. At The Family Office, we have over 20 years of experience in helping clients navigate uncertain market conditions with strategies that go beyond traditional investments in stocks and bonds. After obtaining a license from the Capital Markets Authority in Kuwait, we can now offer global solutions within a robust local regulatory framework that supports the evolving market and meets the long-term aspirations of qualified investors.
2. How does your approach at The Family Office differ from that of other wealth managers?
We do not believe in one-size-fits-all solutions. Every client has unique goals. We design tailored investment plans, whether the goal is preserving wealth, growing it, or transferring it to the next generation. What sets us apart is our focus on private market investments, such as private equity, private credit, and real estate, which offer diversification and resilience against volatility.
We don’t just offer investment products. We build long-term relationships based on a deep understanding of the markets and a strategic vision that reflects our clients’ ambitions.
3. How can investors manage risks amid growing uncertainty in the markets?
It’s not just about being patient during crises, it starts with building investment solutions designed to withstand unforeseen circumstances. That’s where diversification plays a critical role. Public markets react quickly to volatility, while private markets move differently, making them a powerful tool to achieve long-term value with less sensitivity to daily headlines.
At The Family Office, we have weathered many economic cycles and place the protection and growth of our clients’ wealth at the heart of our strategy, so they can invest with confidence at every stage of their journey.
4. What role does technology play in your offering, especially for younger investors or those short on time?
Technology plays a central role in our offering, particularly for young investors and those without the time for traditional financial planning. That’s why we developed a comprehensive digital ecosystem to make financial planning simpler and more effective.
Through our Financial Goal platform, investors can define their financial goals, such as retirement planning, funding children’s education, or building a sustainable legacy, and visualize future scenarios to track their progress toward these goals.
We also provide a digital investment platform that generates a customized 10-year investment plan in just 10 minutes, based on the investor’s financial situation and risk tolerance.
Once they become clients, they can use our client app to monitor their portfolio performance, review distributions, and invest in new private market opportunities.
5. How does The Family Office align with Kuwait Vision 2035?
We strongly believe in Kuwait’s Vision 2035 to build a diversified, sustainable, and knowledge-based economy. Our contribution lies in enabling Kuwaiti investors to access global private market opportunities, aligning investment solutions with the long-term objectives of the national vision.
Our presence in Kuwait is more than just opening a new office, it reflects our deep commitment to being a trusted partner in financial empowerment. With our specialized expertise and long-term investment solutions, we aim to support sustainable growth.
6. What message do you hope to deliver to Kuwaiti investors through this expansion?
Wealth management is no longer exclusive to large investors or financial experts. It’s a journey available to anyone with goals they want to pursue with clarity and confidence. Our message to Kuwaiti investors is that financial planning is no longer a luxury or something to postpone. It is an essential tool for building a well-thought-out future in a changing world.
We are here to help every investor identify their financial priorities and build an effective plan to achieve them. With our local presence, regional and global experience, and integrated digital platforms, we aim to transform the wealth management experience in Kuwait, delivering personalized solutions rooted in a deep understanding of the local market.
7. How important is having a local team in Kuwait, especially with the rapid digital transformation in wealth management?
While technology simplifies many processes, wealth management remains a deeply personal matter. Having a specialized local team allows us to build real relationships with clients and understand their financial, regulatory, and cultural backgrounds closely.
Our presence in Kuwait also brings clients peace of mind, since they know they’re dealing with a licensed, experienced entity committed to helping them achieve their long-term financial goals, not a faceless online platform. Our team is always available to guide and support them on their investment journey.
Disclaimer: This content is for informational purposes only and does not constitute an offer, recommendation, or invitation to buy or sell any investment product. All investment services provided by “The Family Office Investment Advisory Company (Kuwait)” are subject to the regulations of the Capital Markets Authority of the State of Kuwait and are offered only to qualified investors as defined by the Authority. Clients should seek advice from qualified professionals before making any investment decisions.
