Family Office Investments Under $10M

Handle structures and executes Family Office Investments Under $10M with the same institutional discipline applied to $100M+ mandates. We convert smaller tickets into governed, enforceable positions across operating businesses, special situations, and private capital structures in and through the UAE.

From sourcing and underwriting to documentation, covenants, and exit control, we align every sub-$10M deployment with board-level governance and enforceable downside protection. Law, capital, and structure move in one statement of work, one timeline, and one accountable partner.

Sub-$10M tickets do not justify weaker discipline. They demand institutional structure without institutional overhead. Handle builds and executes governed positions where every dollar deployed is protected by law, covenants, and execution control.

Our model integrates legal structuring, underwriting, and capital oversight into a single controlled process. The outcome is clear: smaller checks with big-firm governance, enforceability, and recovery pathways.

• Execution in and through the UAE, anchored in enforceable local and offshore structures
• Integrated law, capital, and governance in one investment workflow
• Evidence-led underwriting aligned with your family charter and risk limits
• Hard-wired downside protection through security, cashflows, and control rights
• Partner-level visibility on every mandate, regardless of ticket size
• Clear intervention and exit strategies when performance or conduct deteriorates

We convert Family Office Investments Under $10M into structured, enforceable positions with institutional governance and downside protection. Each mandate is executed as a full-cycle process from sourcing to recovery.

Our approach embeds law, capital, and governance into every deployment, ensuring that even smaller tickets sit inside a controlled, enforceable framework.

• Mandate definition aligned with family governance, risk appetite, and sector focus
• Deal origination and counterparty vetting across UAE and selected cross-border markets
• Integrated legal, financial, tax, and regulatory due diligence
• Investment structuring: SPVs, shareholder agreements, security packages, and covenants
• Documentation and closing: term sheets, definitive agreements, and regulatory filings
• Post-investment monitoring, board representation strategy, and reporting frameworks
• Performance intervention, renegotiation, and workout pathways where value is at risk
• Exit strategy design: buyback mechanisms, put options, drag/tag, and secondary processes