Multi-Family Office
With more than 25 years of experience in the investment markets, Cantor Wealth Advisors is a trusted partner for wealthy families.
Services
In-house
Wealth Management
We provide tailored investment advice and facilitate access to financial products that align with your financial goals and risk tolerance. Our approach ensures your assets are positioned effectively for long-term success.
Investment Advisory
We provide bespoke advice to help you make informed multi-asset investment decisions. Whether you’re looking to build a diversified portfolio or optimize your existing investments, we’re here to help you achieve your financial objectives.
Client Services
We deliver expert deal-arranging services to streamline complex corporate transactions, guiding clients from strategic negotiation to successful closing while ensuring seamless execution and maximizing value.
Financial Planning
We deliver expert deal-arranging services to streamline complex corporate transactions, guiding clients from strategic negotiation to successful closing while ensuring seamless execution and maximizing value.
Services
Outsourced
Legal Counseling
We recruit top-level lawyers with extensive experience of running a family office to ensure compliance with all relevant laws and regulations, including those relating to investments, trusts and estate planning.
Accounting
We delegate financial book-keeping for all aspects of the family’s wealth, including investments, expenses, and income.
Technology
By outsourcing Data Management, Cybersecurity and Cloud Computing Services, we can focus on our core activities and provide you with better value while improving operational efficiency.
Compliance
We entrust the compliance mission to seasoned experts in regulatory requirements and internal policies, ensuring the establishment of governance structures to oversee the investment process and decision-making.
Regulated by the Dubai Financial Services Authority ("DFSA")
Benefits of Multi-Family Office
Comprehensive and integrated approach to wealth management.
Expertise & experience
A multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Investment opportunities
A multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Convenience & peace of mind
A multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Risk management
A multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Customized solutions
A multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Cost efficiency
A multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Our Investment Process
Structured, robust and market-proven.
01
Investment Profile
We define the investment objectives, including financial goals, risk tolerance, time horizon, and any specific constraints or preferences.
02
Strategic Asset Allocation
We determine the target asset allocation based on the investment profile and the correlation among asset classes.
03
Portfolio Construction
We construct a diversified portfolio that reflects the strategic asset allocation, considering factors such as liquidity, cost, and tax efficiency.
04
Monitoring & Rebalancing
We monitor the performance of the portfolio against the investment objectives and rebalance the portfolio periodically to maintain the target asset allocation.
05
Reporting
We provide regular reporting to clients on the performance of the portfolio, including investment returns, risk metrics, and compliance with investment guidelines.
Want to know more ?
Get in touch with us.
info@cantorwealthadvisors.com
