Family Office Advisory

Using our decades of experience working with family offices in the GCC at several generational levels, GULF ANALYTICA offers personalised, high-quality advisory services. These are based on diverse and precisely tailored perspectives. We appreciate there is no one-size-fits-all solution and our approach is designed specifically to suit each family office.

Particular areas of focus are:

  • Family charter issues (governance, ethics, investment policy, priorities, etc.)
  • Holding structures (foundations, trusts, holding companies etc.)
  • Deal flow management and screening
  • Service provider selection (private bankers, general counsel, accounting, trust and estate etc.)
  • Direct investment strategy and execution (start-ups, venture capital, co-investment etc.)
  • Consolidated reporting implementation and management

Recent examples: depth discussions on relative merits of trusts versus foundations with family offices and lawyers in GCC. Assistance for several family offices on asset allocation and co-investment and start-up programs (seed capital and early stage series A and B finance).