Al Sunbula for Investments, Jeddah 2008
Shariah-compliant Family Office Business Plan
The advisory services aimed to prepare the Business Plan for a ‘Shariah-compliant Family Office' offering cutting-edge investment opportunities
The investment opportunities sought after were direct, medium to long term strategic investments with an expected above-average rate of return and aiming at capital preservation and intergenerational transfer. They were high-quality, uncorrelated alpha opportunities belonging to the investment category generally known as ‘alternatives’. The sectors included industrial, manufacturing, telecommunication, energy, healthcare, agricultural and real estate
The new Family Office was based on an open architecture model and put together in a single proposition asset management, philanthropy and estate planning
Deliverables on request