Services

Specialized Advisory

From discretionary mandates to intergenerational governance, every engagement is structured to a single standard of care.

01

Discretionary Portfolio

End-to-end management with a focus on yield and long-term capital preservation across Saudi and global markets.

02

Shariah-Compliant Investing

Expert screening and structuring overseen by our independent Shariah board to ensure ethical alignment.

03

Retirement Planning

Strategic allocation models designed to secure generational lifestyle continuity, integrated with GOSI.

04

Estate & Succession

Cross-border structuring, governance, and family-office services tailored to legacy preservation.

05

Corporate Treasury

Liquidity, FX, and Sukuk strategy for closely-held companies and family conglomerates.

06

Tax & Zakat Advisory

Annual Zakat planning, ZATCA compliance support, and post-tax investment structuring.