At Finnix Wealth, services are orchestrated as a single, cohesive strategy around each family’s objectives, values and governance. Every mandate is bespoke, confidential and designed to balance preservation with purposeful growth across generations.
A discreet, comprehensive platform that protects assets, strengthens family unity and sustains impact across generations.
Multi-generational succession blueprints, leadership transition and shareholder alignment to ensure continuity without disruption.
Constitutions, charters and voting frameworks that codify values, roles, dispute resolution, and decision rights.
Trusts, foundations, private trust companies and holding structures aligned to cross-border, Sharia considerations, and long-term control.
Consolidated reporting across banks, managers and jurisdictions as well as treasury oversight and risk and liquidity dashboards.
Purpose-led giving strategies, endowment design and governance for lasting social impact aligned with family values.
Discreet coordination for residency, education, domestic staffing, security and major asset administration.
Long-horizon wealth strategy that is conservative where needed, bold where warranted, and always aligned to mandate and values.
Liquidity, lifestyle, legacy, and impact segmented with time horizons and risk budgets.
Bespoke IPS creation, drawdown plans and cash/lending orchestration.
Core equity and fixed income frameworks with factor-aware diversification and downside protection.
Calibrated exposure to private equity, credit, secondaries and co-investments through institutional-grade partners.
Thematic allocations to income-generating real estate and infrastructure with inflation sensitivity.
Integrated risk controls, tax-aware implementation and FX strategy for multi-jurisdiction families.
Institutional execution with family-office discretion, tailored sleeves within a unified portfolio architecture.
Bespoke mandates managed against clear objectives, with dynamic rebalancing and risk triggers.
GCC growth, global quality income, frontier innovation, and climate-resilient real assets.
Event-driven, special sits, and tactical overlays within defined risk limits.
Liquidity ladders, collateral optimisation, and hedging for equity, rates, credit, and FX.
Privacy, secure channels and need-to-know protocols as the foundation for all our services.
Where requested, structures and mandates aligned to faith considerations without compromising discipline.
Governance designed to sustain unity, clarity of roles and transparent decision-making across generations.
