Single Family Office (UAE)

Governance, reporting, and investment tracking for a DIFC-registered family office

governance: 8 weeks

idle cash: 40% reduction

reporting: Real-time

The Challenge

A newly established DIFC family office needed governance structures, investment reporting, and cash management — but did not need a full-time CFO. The principal wanted institutional-quality oversight without institutional overhead.

Our Approach

We provided fractional CFO services: establishing governance frameworks, building automated investment tracking dashboards, and implementing cash management protocols. We also advised on the investment committee structure and reporting cadence.

Results

Governance framework established within 8 weeks

Real-time investment performance dashboards deployed

Cash management protocols reducing idle balances by 40%

Ongoing quarterly board reporting and advisory

Family OfficeFractional CFOUAEGovernance