استشارات الشركات العائلية
نقدّم استشارات استراتيجية متخصصة مصممة خصيصًا لتلبية احتياجات وطموحات الشركات العائلية في كل من المملكة العربية السعودية والولايات المتحدة الأمريكية، مع تركيز خاص على حفظ الإرث وتحقيق النمو متعدد الأجيال. من خلال شبكة سامر شوكير الرفيعة التي تضم علاقات ملكية وتجارية واستثمارية رفيعة المستوى، نتيح للشركات العائلية وصولًا استثنائيًا إلى رؤى استراتيجية وتحالفات موثوقة تدعم استمراريتها وازدهارها. تشمل خدماتنا: حوكمة الشركات، تخطيط التعاقب الإداري، تخطيط الثروات، والتحالفات الاستراتيجية، مما يساعد العائلات على تجاوز التعقيدات بثقة وضمان الازدهار طويل الأمد.

المجالات الاستشارية الرئيسية
هياكل الحوكمة العائلية
وضع وتطوير دساتير العائلة ومجالسها ومواثيقها بهدف تعزيز التماسك، وتوحيد القيم، ووضع أطر مؤسسية لاتخاذ القرارات.
تخطيط الخلافة
تصميم استراتيجيات انتقال بين الأجيال تضمن استمرارية القيادة، وحماية الأصول، وتوزيع الأدوار بشكل متوازن بين أفراد العائلة
تحالفات استراتيجية عابرة للحدود
تسهيل التوسع التجاري، والمشاريع المشتركة، والشراكات الاستثمارية بين مكاتب العائلات في الخليج وأمريكا الشمالية، من خلال علاقات موثوقة ورؤى سوقية دقيقة.
وصول خاص وسري ونفوذ مؤثر
فتح قنوات الوصول إلى أصحاب المصلحة الرئيسيين، وصنّاع القرار، ودوائر رأس المال الخاص، من خلال شبكة علاقات رفيعة المستوى تمتد عبر مكاتب العائلات، وصناديق الثروة السيادية، وقادة الأعمال العريقة
تخطيط وحفظ الثروات
نسيق الجهود بين مختلف التخصصات الاستثمارية لحماية ثروة العائلة من خلال إنشاء التراستات (الصناديق الائتمانية)، وشركات القابضة، واستراتيجيات الاستثمار العابرة للأجيال
A trusted advisor to influential family businesses, we go beyond commercial success fostering harmony, preserving legacy, and bridging the gap between tradition and transformation. We serve as strategic confidants to some of the world’s most influential family businesses and ultra-high-net-worth (UHNW) individuals. Our tailored advisory services for ultra-high-net-worth (UHNW) clients and family offices focus on intergenerational wealth planning, geopolitical strategy, and legacy preservation, enabling optimal capital allocation in an ever evolving global landscape. We guide families through the nuanced interplay of tradition and transformation. We serve as strategic confidants to some of the world’s most influential family businesses and ultra-high-net-worth (UHNW) individuals. Our mission is not only to drive commercial growth but to cultivate harmony across generations, preserve enduring legacies, and guide families through the nuanced interplay of tradition and transformation.
Bespoke Strategic Capital Advisory Tr Legacy Builders
1b.Legacy Preservation and Intergenerational Planning
1b.Legacy Preservation and Intergenerational Planning
Securing the Past. Empowering the Future. Navigating family dynamics is as crucial as navigating markets. We work closely with family principals and next-generation leaders to create robust succession strategies that protect shared values while fostering unity. Our advisory ensures that wealth becomes a unifying force across generations.We serve as strategic confidants to some of the world’s most influential family businesses and ultra-high-net-worth (UHNW) individuals. Our mission is not only to drive commercial growth but to cultivate harmony across generations, preserve enduring legacies, and guide families through the nuanced interplay of tradition and transformation.
1c.Capital Optimization and Strategic Allocation
Tailored Investment Frameworks for Long-Term Prosperity Every family enterprise is unique. We design capital strategies aligned with each family’s risk tolerance, time horizon, and long-term vision. From private equity deployment to real estate diversification and impact investment vehicles, our approach is data-driven, agile, and deeply personal.
Capital Optimization and Strategic Allocation
Bridging Tradition and Transformation
1e.Bridging Tradition and Transformation
Advisory Rooted in Heritage, Guided by Innovation We understand that legacy is more than financial, it’s cultural, social, and reputational. Our advisory model respects the traditions that built the enterprise, while embracing the innovation necessary for continued relevance. We help families strike the right balance between preserving their identity and adapting to new realities.__Our Clients • Ultra-high-net-worth individuals • Multi-generational family businesses • Family offices with global portfolios • Cross-border wealth structures and international entities
A trusted advisor to influential family businesses, we go beyond commercial success fostering harmony, preserving legacy, and bridging the gap between tradition and transformation. We serve as strategic confidants to some of the world’s most influential family businesses and ultra-high-net-worth (UHNW) individuals. Our tailored advisory services for ultra-high-net-worth (UHNW) clients and family offices focus on intergenerational wealth planning, geopolitical strategy, and legacy preservation, enabling optimal capital allocation in an ever evolving global landscape. We guide families through the nuanced interplay of tradition and transformation. We serve as strategic confidants to some of the world’s most influential family businesses and ultra-high-net-worth (UHNW) individuals. Our mission is not only to drive commercial growth but to cultivate harmony across generations, preserve enduring legacies, and guide families through the nuanced interplay of tradition and transformation.
Advisory Rooted in Heritage, Guided by Innovation
We understand that legacy is more than financial, it’s cultural, social, and reputational. Our advisory model respects the traditions that built the enterprise, while embracing the innovation necessary for continued relevance. We help families strike the right balance between preserving their identity and adapting to new realities.__Our Clients
• Ultra-high-net-worth individuals
• Multi-generational family businesses
• Family offices with global portfolios
• Cross-border wealth structures and international entities
Securing the Past. Empowering the Future.
Navigating family dynamics is as crucial as navigating markets. We work closely with family principals and next-generation leaders to create robust succession strategies that protect shared values while fostering unity. Our advisory ensures that wealth becomes a unifying force across generations.We serve as strategic confidants to some of the world’s most influential family businesses and ultra-high-net-worth (UHNW) individuals. Our mission is not only to drive commercial growth but to cultivate harmony across generations, preserve enduring legacies, and guide families through the nuanced interplay of tradition and transformation.