BUILDING LEGACIES,
BEYOND WEALTH
FAMILY OFFICE
SERVICES
At InvestGate, our Family Office Services provide a holistic approach to managing, preserving, and growing multi-generational wealth. We understand that your wealth represents more than financial assets—it embodies your values, vision, and legacy.
Financial Administration and Reporting
Simplify the complexities of wealth management with streamlined oversight of assets, budgets, and financial reports. Our comprehensive approach ensures transparency and control, helping you make informed decisions.
Philanthropy Planning
Align your wealth with your values through purposeful giving. We help you design structured philanthropic strategies — from establishing charitable trusts and foundations to supporting causes that reflect your family’s vision, ensuring your impact endures for generations.
Family Governance and Legacy Planning
We create robust frameworks for family governance that preserve harmony, define shared values, and strengthen decision-making across generations. Our tailored approach ensures your legacy endures with clarity, unity, and purpose.
Outsourced CIO services
Gain institutional-grade investment expertise and portfolio oversight without building a full in-house team. Our Outsourced CIO services offer customised strategy, risk management, and access to top-tier investment managers tailored to your family office’s unique goals.
Our expert advisors bring deep experience and cultural understanding — particularly in managing cross-border family wealth across the Middle East, Asia, Africa, and the UK.
We’re committed to helping families navigate the complexities of wealth stewardship with clarity, discretion, and care.
UNLOCKING YOUR WEALTH POTENTIAL TOGETHER
Our
Offices
UAE
InvestGate Private Wealth Limited
Gate Village 10, Level 8, Office 806
Dubai International Financial Centre (DIFC)
Dubai, UAE
Bahrain
InvestGate W.L.L.
Sayacorp Tower
Level 3, Office 302
Manama, Bahrain