Line of services

Family office services

Kartal Family Office team can  partner with your family to advise and  implement strategies to help preserve your  wealth over generations. Family offices help to address the increasing concerns in minds of wealth families about wealth preservation and succession planning.

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Transaction services

Getting ‘it’ right at the start of a deal is essential. That’s why we can help you identify not only the right strategy – whether it be for a merger, acquisition, disposal, restructuring or green field project – We will assist to execute the deal seamlessly, identify issues and points of negotiation and value, and implement changes to deliver synergies and improvements after the deal.

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Family office services

Total wealth analysis

Institutional-caliber analytic

Analysis of family’s total wealth including businesses and concentrated holdings.

Identification of opportunities for growth, diversification and risk management.

Strategy & Governance

Considerations for starting a Family Office

Governance insights

Strategic leadership

Organizational design

Investment Considerations

Assets under managed

  • A detailed analysis of current AUM
  • Update the initial Strategic Asset Allocation
  • Identify quality of asset(s) in the AUM Identification of legal ownership
  • Develop an exclusion list for Social and Personal Assets

Business Plan

  • Strategic asset allocation
  • Asset investment plan
  • Asset divestment plan
  • Return profile of the asset classes
  • Asset return benchmarks

Budget

  • Income Statement
  • Balance Sheet
  • Annual Cash Flow Statement
  • Monthly cash flow Statement

Ooutsourced CIO function

  • Initial Re-balancing  of the portfolio
  • Sourcing Investment opportunities (Local & International)
  • Preparing and Presenting reports for review of the IC, BOD & Shareholders
  • Determining asset classes to divest
  • Enhancing market eminence of the FO
  • Arranging deal funding with banks & other FIs
  • Determining asset classes to deploy funds
  • Screening the Opportunities raised to the FO
  • Advising on best, most tax efficient and shariah compliant deal structure

Transaction services

Financial due diligence

Kartal’s can assist and advise you in your financial due diligence, helping  you identify and focus attention on the factors in the business that will be critical to its future success, and ensure that the financial information of the target business reflects the reality.

Vendor due diligence / vendor assistance

For vendors, we can also work with you as either vendor due diligence or vendor assistance specialists. When a company is up for sale (or selling off one of its parts) it needs to show an in-depth report on its financial health to potential buyers. This is called vendor due diligence. Kartal provides comfort to both buyers and sellers with an independent view of the business, encompassing its performance and prospects.

Valuation

Our valuation specialists can assist businesses to achieve an in-depth understanding of the value of each business or asset in a transaction. Our leading-edge technical knowledge combined with our in-depth industry knowledge allows us to understand the specific factors driving each individual deal.

Business planning and feasibility studies

Our modeling and business-planning team applies its economic skills to provide our clients with clear insights into the markets that they wish to enter, enhancing their ability to execute a successful product launch. Our team can build a detailed, quantitative model based on potential customers’ expressed preferences, generating considerable insight at the product design and development stage.

Initial Public Offers (“IPOs”)

We are the Financial Diligence Advisor of choice, as we are familiar with the CMA regulations and requirements, having a team that assisted many clients through their listing process.