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
General - 2 min
A World in Transition: Elections, Geopolitics, and the Global Market Outlook
Nouriel Roubini, Professor of Economics and International Business at Stern School of Business, joined Abdulmohsin Al Omran, Founder and CEO of The Family Office, to discuss the economic and investment outlook following the U.S. midterm elections. The conversation explored U.S. policy, AI investment, inflation, government debt, and the dollar, alongside their implications for portfolio allocation and long-term investors in the Gulf. Below are the highlights of the webinar:
Nov 10, 2026
General - 3 min
The Road Ahead: Growth, Interest Rates, and Market Resilience
Dr. Mohamed El-Erian, Finance & Economics Expert, Chairman of Gramercy Fund Management, joined Abdulmohsin Al Omran, Founder and CEO of The Family Office, to explore the forces shaping the economic and investment outlook, from geopolitical uncertainty and AI investment to inflation, interest rates, and market resilience. The conversation examined what these shifts mean for investors and how to prepare portfolios for a range of outcomes. Below are the highlights of the webinar:
Nov 3, 2026
Education - 6 min
How to Choose an Independent Wealth Manager
You have spent years building your wealth and making decisions about it. You may know your business, follow the markets, and feel comfortable managing your investments. Yet the next stage of life can bring a different set of questions. Will your investments support the retirement you want? Is too much of your wealth tied to your business or property? How can you prepare your family to take on greater financial responsibility? An independent wealth manager can help you work through these questions and build an investment strategy around your priorities. Understanding what that relationship offers is the first step towards deciding whether it is right for you.
Oct 22, 2026
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