Family Offices in the Middle East

Bespoke Group is a private wealth and estate planning advisory firm that specializes in providing tailored wealth management and advisory services to successful entrepreneurs, visionaries, and ultra-high-net-worth (UHNW) individuals and families. The firm distinguishes itself by focusing on modern wealth, particularly comprehensive Bitcoin wealth strategies and global solutions. Their services encompass transformational philanthropy, strengthening privacy in finance, minimizing tax exposure, preparing heirs for wealth stewardship, and ensuring flexibility with capital access.The firm's origins trace back to 2018, when it began as a strategic advisory and fractional family office for an affluent Bitcoin family in the U.S. Over the years, Bespoke Group expanded its services to include UHNW Bitcoin investors and founders of L1 blockchain protocols. A significant milestone occurred in 2023 with the formation of Bespoke Advisory LLC, a registered investment advisory firm under the U.S. Securities and Exchange Commission (SEC). This allowed them to offer full-service regulated asset management, and by 2024, Bespoke Advisory LLC had successfully onboarded $100 million in assets under management. The firm has since grown to serve 17 clients and supports over $100 million in philanthropic initiatives, with a team of 23 members.Bespoke Group's approach to wealth planning is holistic and client-centric, moving beyond traditional models to define the purpose behind wealth, select optimal jurisdictions, establish protective ownership structures, and identify assets aligned with client goals. While the firm primarily focuses on wealth management and advisory, its engagement with L1 blockchain protocol founders and the digital asset ecosystem indicates an involvement with innovative and emerging technologies. As of April 1, 2026, Bespoke Advisory LLC reported $283,040,176 in regulatory assets under management.The leadership team at Bespoke Group includes co-founder and CEO Matt McClintock, President of Client Services & Asset Management Sune Hojgaard-Sorensen, and Strategic Partner & Geopolitical Advisor Jacob Shapiro. The team's diverse expertise spans legal, financial, and strategic disciplines, united by a mission to redefine wealth stewardship across generations. They emphasize a human-centered philosophy, building relationships on trust, intention, and deep personal alignment to craft strategies that reflect each client's unique story, values, and ambitions.

Blu Stone Management is an evergreen investment manager and family office based in Dubai, United Arab Emirates, with a global footprint. The firm is dedicated to seeking alpha across various asset classes, positioning itself as both disciplined capital allocators and passionate operators. They actively partner with investors and founders who demonstrate strong domain expertise and pursue a relevant vertical thesis, particularly within the start-up ecosystem.Founded in 2016, Blu Stone Management focuses on direct private investments and manages a portfolio of liquid securities. The firm operates with an evergreen structure, providing flexibility in investment and exit timing. While generally agnostic to geographies and industries, they show a preference for tangible products and services. Historically, their private investment portfolio has concentrated on sectors such as telecom infrastructure, renewable energy, specialty housing, and petrochemicals.The firm's investment strategy encompasses a broad range of stages, including early-stage, Series A, Series B, pre-IPO, buyout, turnaround, and distressed opportunities. Notable investments include SpecterOps, Acryl, Certify, and Swvl. Blu Stone Management emphasizes adding value to its portfolio ventures and helping them maximize their potential, rather than raising third-party funds.The team at Blu Stone Management comprises senior leaders who are adept at building and scaling companies. They are described as individuals who work diligently in the background, analyzing data and developing effective tactics to foster growth. Marwan Khoueiry is noted as a Managing Director within the firm, contributing to its investment activities.

Calega is an incubator and accelerator investment firm with a focus on delivering maximum value through a collaborative culture, widespread global footprint, and corporate resources. The firm leverages over 40 years of relevant experience in investment and industry expertise to create value for its investors. Calega emphasizes intelligent, transparent, and responsible investments, fostering open discussions with stakeholders throughout the project lifecycle.The firm's investment strategy targets large stakes with management participation, seeking investment returns consistent with strategic rather than purely financial buyers. Calega focuses on growth industries with positive, long-term underlying macro trends and attractive competitive dynamics. They look for companies with revenues up to more than $50 million, EBITDA typically between $2-10 million, positive cash flow, and a proven, strong structural/unit economic profitability.Calega's portfolio spans diverse sectors, including Energy, Human Resource Intervention, Information Technology Consulting, Business Services, Healthcare, Education, and Consumer products. Notable investments include Tartan Global (an ASUS distributor), Qogent Projects and Management, ClassMonitor, CollegeDekho, The Indus Valley, Sygmia, and Callify.ai. The firm's geographical focus includes the Middle East, Africa, Asia, and Europe, with a particular interest in India, Pakistan, and Southeast Asia for energy-related projects.The leadership team at Calega comprises C-suite executives and sector specialists with over 30 years of industry experience, guiding investment experts through the entire investment process from deal sourcing and due diligence to operations management and transaction exits. This team provides strategic and operational support, aiming to optimize revenue growth for portfolio companies. Calega also offers access to a global network of entrepreneurs, industry executives, strategic investors, and venture and private equity groups.

Heritage Family Office is a boutique global multi-family office established in 2018, based in Herzliya Pituach, Israel. The firm specializes in providing comprehensive wealth management services to a select group of international families. Their offerings encompass long-term financial planning, global structuring, and succession planning, alongside professional fiduciary roles and routine administrative support.The firm draws upon decades of deep knowledge and experience in investments and capital markets to guide families in their global investment strategies and to source investment opportunities. Heritage Family Office also assists immigrant families in establishing efficient financial structures and ensuring a smooth transition of their international affairs.Heritage Family Office provides independent global investment advisory services, including analysis, oversight, and portfolio advisory. They act as a gatekeeper for investment opportunities and offer consolidated reporting. The firm's investment advisory services extend to alternative asset classes such as global real estate, hedge funds, private debt, and derivatives.The team at Heritage Family Office includes founders Michael Silver and Rodney Simon, CIO Daniel Peretz, Investment Analyst Meir Valman, Client Relationship Manager Danny Hotz, and Portfolio Management specialist Moshe Klempner. They leverage their diverse expertise to advise on family governance, legacy protection, and the coordination of various service providers, including legal, tax, and banking professionals.

High House Investment is a family office based in Tel Aviv, Israel, founded in 2013. The firm invests in mixed-use, multifamily, and commercial real estate properties, as well as growth and venture funding in companies operating in aerospace, artificial intelligence, automotive, big data, fintech, robotics, software, and climate tech. Additionally, the firm provides private debt financing solutions.

Himalaya Family Office Advising is a multi-family office located in Tel Aviv, Israel. Established in 2008, the firm provides comprehensive family office services including global investment portfolio management with risk management and analysis, international and local private banking accounts monitoring, cash flow planning, tax optimization, financial planning, exposure to diversified real estate investment opportunities, and family governance and training. The firm operates as an independent advisor managing investment portfolios for high-net-worth families with complex ownership and asset structures.

Kataria Holdings is a Dubai-based family office founded in 2005, managing a diverse portfolio of worldwide investments and trusts on behalf of its Chairman, Raghuvinder Kataria, a British billionaire. The firm's principal areas of investment include technology, telecommunications, education, real estate, and financial services, capitalizing on venture capital opportunities and private equity placements. Kataria Holdings focuses on promoting, developing, and investing in global-scale industrial, commercial, and infrastructure projects. The Chairman notably sold a stake in Bharti Airtel in a transaction estimated at $500 million and acquired two buildings in Emaar Square, Dubai's central business district, for $205 million.

KKN Venture Capital is a family office firm based in Tel Aviv, Israel, founded in 2019. The firm provides strategic wealth architecture, investment banking, and direct investment solutions for families and global investors. KKN focuses on investments in technology, real estate, SaaS, and B2B sectors. The firm is actively engaged in the Israeli venture capital community, hosting business events for family offices to assess and back emerging startups.

NGT HealthCare II is an early-stage medical device and life sciences venture capital fund based in Nazareth, Israel. Structured as an impact fund aligned with UN SDGs, the firm raised $92 million for its Impact Fund focused on medtech and biotech ventures, with a particular emphasis on supporting Arab-Israeli entrepreneurs in the medical technology sector.

NNS Group is a single-family office managing the wealth of Egyptian billionaire Nassef Sawiris, who amassed his fortune through Orascom Construction and OCI NV, a global fertiliser and chemicals business. Founded in 2016, NNS oversees an estimated $2.5–5 billion in assets and operates from offices in Abu Dhabi, London, Luxembourg, and New York.The firm invests directly and through funds across public equities, venture and growth opportunities, real assets, and strategic stakes. Across its venture, growth, and public practices, NNS backs rapidly growing, founder-led companies in Enterprise Software, Fintech, Consumer, and Digital Health. The firm builds significant stakes in a concentrated number of companies, primarily in Europe, the Middle East, and North America, acting as an engaged long-term investor and responsible shareholder.Nassef Sawiris serves as Chairman of OCI NV, is a Member of the Supervisory Board of Adidas, and is Executive Chairman of Aston Villa Football Club. In 2024, NNS Group announced plans to redomicile its headquarters to Abu Dhabi Global Market (ADGM), reflecting its strategic pivot toward the UAE as a financial hub.

NNS Group (Sawiris Family Office) is the single-family office and investment group of Egyptian billionaire Nassef Sawiris, redomiciled to Abu Dhabi Global Market (ADGM) in 2024. Founded in 2016, the firm oversees capital derived from Orascom Construction and OCI Global, investing across public equities, venture and growth opportunities, real assets, and strategic stakes globally. Key holdings include a stake in Adidas and co-ownership of Aston Villa Football Club.

SKH Family Office is a global private investment firm focused on long-term capital growth, wealth preservation, and strategic value creation. With a foundation rooted in disciplined execution and a forward-thinking investment philosophy, the firm actively manages a diversified portfolio across real estate, hospitality, financial services, asset management, insurance, and innovative business ventures. Each investment is designed to contribute to a sustainable legacy of financial and cultural impact.The firm was founded by Saqr Kamal Hasan, a financier and strategist with decades of experience and more than $1.5 billion in directed investments. Under his leadership, SKH has become known for its ability to identify transformative opportunities and scale them through deep market insight, hands-on involvement, and global partnerships. Mr. Hasan’s vision of building generational wealth through strategic capital deployment remains the firm’s core philosophy.Operating with a global footprint and an entrepreneurial spirit, SKH Family Office prioritizes investments that are both financially rewarding and socially meaningful. With agility, discipline, and a values-driven mindset, the firm continues to shape industries, empower ventures, and build lasting legacies that span generations.

Trimeta Capital is an independent, single-family office (SFO) based in Dubai, United Arab Emirates, focused on direct investments. The firm aims to continue a longstanding legacy of entrepreneurship by investing in a wise and multidisciplinary manner to create value for its shareholders, co-investors, and multinational team of professionals. Their investment focus spans a variety of fast-growing sectors, leveraging the Group’s historical presence and experience in specific geographies. Trimeta Capital is flexible in its approach, engaging in both minority participations and active majority stakes, thereby upholding the entrepreneurial legacy of the Hiridjee family across three generations.The roots of Trimeta Capital trace back to the Hiridjee family, who migrated from Gujrat, India, to Madagascar in the 1880s. The family's entrepreneurial journey began in 1964 when Houssein G. Hiridjee (1923-2012) established a textile workshop named Trimeta in Antananarivo, Madagascar. This initial success served as the foundation for the family business's expansion into diverse sectors and geographies from the 1970s to the late 1990s, including tarpaulin manufacturing, spice production, soft commodities trading, crude oil processing, petroleum product distribution, food and beverage distribution, hospitality, real estate, and financial services. Trimeta Capital, as the investment firm, appears to have been established around 2019, managing international operations from Dubai.According to PitchBook, Trimeta Capital has made no reported investments and is listed as 'Out of Business'. Therefore, there are no notable portfolio companies to highlight at this time.The firm emphasizes its in-house talent and draws upon a network of independent experts, consultants, and seasoned advisors from leading companies, consulting organizations, financial services firms, legal firms, and investment banks. This team shares an entrepreneurial DNA, having conceptualized, built, scaled, and exited numerous businesses in competitive markets. Trimeta Capital believes its combination of structure, experience, and network provides it with an edge as a seasoned investor, also attracting strategic co-investors to add value to portfolio companies.

Venetian Associates, LLC is a Michigan-based family office that specializes in direct investments within the lower-middle market. The firm primarily targets consumer products companies across North America, focusing on businesses with opportunities for sustained growth. Their investment strategy emphasizes long-term value creation through operational improvements and the execution of strategic plans, rather than relying solely on financial engineering. They aim to build enduring partnerships with management teams, fostering relationships built on experience, trust, and integrity.Established in 2013, Venetian Associates was founded by managing partners who bring extensive backgrounds in various critical business areas, including operations, manufacturing, retail, distribution, finance, and mergers and acquisitions. The team boasts over a century of combined experience, which they leverage to identify and acquire niche companies with significant growth prospects. The firm is particularly interested in transaction types such as acquisitions of family-owned or closely held businesses, ownership transitions, management buyouts, recapitalizations, and corporate divestitures.The firm's investment focus is primarily on the Consumer and Manufacturing sectors. They seek companies with highly motivated management teams, a leading market position or a strong niche presence, and clear opportunities for both organic growth and add-on acquisitions. While specific portfolio companies are not publicly detailed, their strategy indicates a hands-on approach to developing businesses within their target industries.The leadership team at Venetian Associates includes Ray Dallavecchia III, a Managing Partner and Founder, who is responsible for identifying and acquiring companies, directing strategic initiatives, and sourcing investment opportunities. Other key members include a Partner and Chief Financial Officer, a Director of Business Intelligence & Analytics, and a Senior Associate. The team's collective expertise, particularly in consumer products and manufacturing, stems from significant prior roles, including leadership positions at companies like POOF®-Slinky®, Inc.