The Family Office, a top wealth management firm in the GCC, has launched the Financial Goal mobile app, now available on both App Store and Google Play. This launch demonstrates the firm’s ongoing dedication to simplifying clients’ investment journeys and expanding their access to customized private market opportunities via user-friendly digital tools.
The Financial Goal app allows users to set and monitor mid- and long-term financial objectives, including retirement, children’s education, and legacy planning. It offers scenario simulations and builds personalized investment strategies with expert advisor support.
This launch underscores The Family Office’s commitment to innovation, equipping regional investors with tools that offer ease of use, high-quality investment access, and long-term strategic insight.
App highlights include:
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Flexible goal planning: Set financial goals and track progress anytime, anywhere.
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Scenario simulations: Analyze potential outcomes based on income, assets, and liabilities to refine plans.
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Custom investment strategies: Gain access to diverse private market investments, such as private equity and real estate, through expert guidance.
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Seamless client integration: Existing clients can now access Financial Goal within The Family Office Client app for a unified experience.
Abdulmohsin Al Omran, founder and CEO of The Family Office, stated: “Our continuous innovation at The Family Office aids our clients in navigating complexities with clarity. The Financial Goal app is another step towards making long-term investment planning more accessible and aligned with our clients’ personal ambitions.”
Download the app today to start your personalized wealth planning with The Family Office, or visit the platform here for more information.
Disclaimer
Some services and products from The Family Office may not be accessible to investors in certain jurisdictions. Investors must ensure compliance with local laws and regulations before utilizing the company’s offerings.
The Family Office Company B.S.C. (c) is a Category 1 Investment Firm regulated by the Central Bank of Bahrain, C.R. No. 53871 dated 21/6/2004. Paid Up Capital: US$10,000,000. The Family Office Company B.S.C. (c) offers products and services only to ‘accredited investors’ as defined by the Central Bank of Bahrain.
The Family Office International Investment is a closed joint-stock company owned by one individual. Paid-up capital SR20 million. CR No. 101060698, Unified National Number 7007701696. Licensed by the Capital Market Authority (no. 17-182-30) for arranging, advising, managing investments, and operating funds related to securities.
The Family Office Company B.S.C. (c) (DIFC Branch) is recognized in the Dubai International Financial Centre (DIFC) under registration number 6567 and regulated by the Dubai Financial Services Authority (DFSA) as a Category 4 licensee for Arranging and Advising Services. The Family Office Company B.S.C. (c) (DIFC Branch) cannot deal with Retail Clients (as defined in DFSA’s Conduct of Business Module).
The Family Office Investment Advisory Company (Kuwait) K.S.C. (c), incorporated in 2024, is regulated by the Capital Markets Authority, State of Kuwait, and authorized for Investment Advisory and Subscription Agent (license no. AP/2024/0009). Paid-up capital KWD 1,000,000, CR no. 511443.
About The Family Office
The Family Office Company B.S.C. (c) in Bahrain and Dubai, its Riyadh-based wealth manager, The Family Office International Investment Company, and its investment advisory firm in Kuwait, The Family Office Investment Advisory Company (Kuwait) K.S.C. (c) are regulated by the Central Bank of Bahrain, the Dubai Financial Services Authority, the Capital Market Authority of Saudi Arabia, and the Capital Markets Authority of Kuwait. The firm assists hundreds of families and individuals, helping clients reach their wealth goals with tailored investment strategies that meet their specific needs.
