Capital R provides Independent Family Offices Support Services to a select group of Ultra High Net Worth (UHNW) families in Saudi Arabia and the GCC region.
We support and facilitate families' investment-related decision-making by providing various analytical due diligence reports on current and prospective investments, periodic consolidated portfolios report that keep the family informed about their investments' status and performance, maintain their relationships with service providers, and monitor their liquidity and budgets.
In addition, we support families in building and implementing their Strategic Asset Allocation (SAA) and Investment Policy Statement (IPS), which help govern their investment frameworks by forming or collaborating with an independent investment committee for the family.
We understand that the nature of our world is not always stable and positive in return; therefore, we chose Resilience to be our core value that guides our work, and we try to incorporate it into every piece of service we provide to our clients.
We seek to understand and analyze every client's situation and needs and offer solutions that best suit our clients. We are always keen on transparency and tackling what is most important to our clients to ensure the path set will undoubtedly lead to success.
We aim to provide our clients with added-value services that improve and support their core business and financial investments performance while keeping in mind markets' unstable conditions.
