Family Office

Okeili&co believes it is important for business families to have a mental segregation between the financial resources currently in operational use and those that can be set aside for generations to come . Such segregation really allows for strategic financial  planning and the preservation of wealth over the long term.

Bearing in mind that the key mission of a “Family Office”  is the preservation and transmission of family wealth and culture across generations, Okeili&co has the knowhow and the experience to design and structure the optimal Family Office  with a scope of services ranging from fiscal optimization and lifestyle management to bookkeeping and reporting to diversified investment solutions over different asset classes depending on the family risk profile

Sample Work Contributed

Facilitated the creation of a full scope Family Office  for a large KSA based Family Conglomerate with services ranging from lifestyle management to investment solutions around private equity, hedge funds, and cash flow generating real estate.