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Advisory Services

We organise our work around outcomes, not service lines.

Owners do not buy disciplines. They need a decision taken well, an institution strengthened, a transition led. Each outcome below draws on whichever capabilities it requires.

  1. 01

    Build better institutions

    Turn an owner-led business into an institution that can make decisions without its founder in the room.

    Organisational design, delegation of authority, executive committee architecture, reporting cadence, and the recruitment and mentoring of the leadership team expected to carry it.

    Capabilities

    • Corporate strategy
    • Organisational design
    • Executive mentoring
  2. 02

    Allocate capital better

    Decide what proportion of wealth sits where, and on what evidence, before deciding what to buy.

    Strategic asset allocation, investment policy statements, return and liquidity thresholds, portfolio repositioning, and access to opportunities across MENA, the UK and the US.

    Capabilities

    • Asset allocation
    • Portfolio optimisation
    • Capital advisory
  3. 03

    Lead during transition

    Provide a steady hand in the executive seat while a permanent structure is built or succession is prepared.

    Fractional and interim CEO, CIO and CSO mandates — carrying real accountability for strategy, investment decisions and day-to-day stewardship without full-time cost.

    Capabilities

    • Outsourced CEO / CIO / CSO
    • Interim leadership
    • Succession preparation
  4. 04

    Transform organisations

    Close the distance between strategic intent and delivered outcomes.

    PMO and TMO design, establishment and maturity; transformation roadmaps with governed steering; command dashboards; benefits realisation; and clean handover to an in-house team.

    Capabilities

    • PMO / TMO establishment
    • Programme assurance
    • Change management
  5. 05

    Represent owners

    Sit on the board or in the shareholder seat with the independence the role requires.

    Independent director and shareholder representation, board effectiveness reviews, investment committee participation, and oversight of value creation plans in subsidiaries and joint ventures.

    Capabilities

    • Board representation
    • Investment committees
    • Governance review
  6. 06

    Create long-term value

    Modernise the family office so that wealth survives the transition between generations.

    Family office structuring, governance charters, oversight frameworks, professionalised investment management, and succession planning across operating and financial assets.

    Capabilities

    • Family office advisory
    • Succession planning
    • Value creation oversight

Transformation & PMO practice

Bridging strategic intent and operational delivery.

Led by Khalid Zubari, the practice designs, deploys and operates high-performance programme and transformation offices — then hands them over.

PMO establishment & maturity

Programme and project offices at subsidiary and group level — the structure, governance and visibility that make delivery repeatable.

Fractional & interim TMO leadership

Experienced leaders on a flexible basis, keeping enterprise change aligned and accountable — then disbanding cleanly at close of mandate.

Strategy-to-execution capability

Roadmaps with clear ownership, employees transitioned into change agents, and a fully equipped in-house team at handover.