Assisting families in protecting assets and growing income
A multi-family office (MFO) based in Jeddah, Saudi Arabia. Distinguished Pioneers provides advisory services to UHNW families regarding their assets, finances and investments. Our firm specializes in fine-tuning portfolios for families that allow them to achieve their annual income requirements and grow their assets for future generations. We review and continuously monitor the performance of each investment, consolidate and report on the entire portfolio. In doing so, we provide impartial and independent advice (as we don't sell or market investment products). Furthermore, all cash, securities and investments are kept under the control and custody of the family (as our role is purely that of a consultant).
The founders and executives of Distinguished Pioneers have considerable experience in wealth management, investment banking, real estate and information technology. They have managed assets in excess of USD 10 billion in the Middle East, North America, Europe and Asia.
Please feel free to contact us to schedule a call or a meeting.
Contact
➤ LOCATION
6596 Mohd Al Bakri St
Al-Andalus District
(Adjacent to Arab National Bank)
Jeddah 23322
Saudi Arabia
☎ CONTACT
info@ruwwad.co
+966-12-6680506
Areas of Expertise
Portfolio Review
The most important step in assisting families is to analyze their current portfolio. This review will encompass each asset, its historical performance, its current status and future cash-flows. After completing the review, we present you with a 5-year projection of income/dividends, expenses/commitments and cash redemptions.
Consolidation & Performance Monitoring
We allow families to have "helicopter-view" of the entire portfolio and be able to monitor every income/dividend and expense. The performance of each investment and asset manager is measured (along with their fees). We consolidate all assets in all countries (listed equity, real estate, private equity, bonds/sukuk, cash).
Wealth Planning & Investment Strategy
Each family has specific requirements. Most families request a certain annual "budget" to cover all expenses (including zakat). Then families request to have a portion that would grow and appreciate in value over the years. We assist families in selecting the most appropriate strategy for parents, children and grand-children.
Real estate optimization
We assist families in ensuring that all real estate assets are in compliance with local laws and regulations (including property taxes). For yielding assets, we ensure that rent is collected on a timely manner and that buildings are maintained in accordance with lease agreement terms and conditions.
Fund Deployment & Risk Management
Implementing an investment plan requires a great deal of diligence and experience to optimize returns and mitigate risks. We assist families in engaging best-in-class asset managers while negotiating the lowest fees on families' behalf. We do not take commissions from any asset managers and we do not charge finder's fees.
Off-shore tax-optimization & Trusts
We assist families in moving from a private-banking "personal" relationship towards a corporate/institutional structure that is tax-efficient and cost-effective. We also assist the principal in succession planning for children and grand-children.
“Verily, God loves if any of you does a job, he does it with perfection”
Contact us
Use the form below to contact us regarding your enquiry.
For job opportunities, please email us your CV.