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.
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.
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