Legacy Through Expertise | Growth Through Understanding
Welcome to BROI Capital – a trusted multi-family office with a strategic presence in Dubai and London. We are dedicated to protecting and growing multi-generational wealth through deep industry expertise.
Our team provides distinguished families with bespoke wealth management and advisory services, leveraging our expertise across key growth sectors, including energy, oil & gas, finance, technology and hospitality.
Excellence in Family Wealth Management
Our team provides distinguished families with bespoke wealth management and advisory services, leveraging our expertise across key growth sectors, including energy, oil & gas, finance, technology and hospitality.
Our position at the intersection of established and emerging markets provides unique access to premier investment opportunities and a comprehensive understanding of global market dynamics, supported by deep local expertise.
Our team’s profound understanding of key growth sectors enables us to identify opportunities others might miss. BROI Capital leverages its extensive network and sector-specific knowledge to create strategic advantages for our client families, ensuring their portfolios benefit from both established markets and emerging trends.
We understand that proper wealth management extends beyond financial returns. Our approach combines robust wealth preservation strategies with dynamic growth opportunities, ensuring your family’s legacy thrives for generations. We emphasise sustainable, long-term value creation while strongly focusing on risk management.
Every family we work with has unique needs, values and aspirations. BROI Capital takes the time to truly understand your family’s dynamics, goals and challenges, crafting tailored solutions that align perfectly with your vision. Our comprehensive approach encompasses everything from investment management to succession planning and next-generation preparation.
We maintain the highest standards of privacy and confidentiality in all our dealings. Our selective client approach ensures that each family receives the dedicated attention and personalised service they deserve, with direct access to senior advisors who understand their unique circumstances.
BROI Capital works exclusively with select families, maintaining a distinctive 1:4 advisor-to-client ratio that delivers exceptional service. This intentionally limited engagement model allows our advisors to provide the depth of attention and expertise each family deserves, fostering meaningful long-term relationships.
Comprehensive Family Office Solutions
BROI Capital delivers sophisticated, integrated solutions that address the complex needs of wealthy families. Our comprehensive approach ensures that every aspect of your family’s wealth is managed with precision, expertise and discretion.
Our core family office services provide the foundation for effective wealth management and family legacy preservation. We act as your family’s private CFO, coordinating all financial and administrative aspects of your wealth:
Comprehensive oversight of your entire wealth picture, providing clear insights through sophisticated reporting and analysis.
Strategic coordination with your trusted advisors, ensuring optimal structuring and compliance across jurisdictions.
Comprehensive assessment and management of risks across your family’s entire wealth spectrum.
Development and implementation of governance structures that protect and enhance your family’s legacy.
Our investment approach combines strategic diversification with deep sector expertise:
Custom asset allocation aligned with your family’s goals
Strategic diversification across sectors and geographies
Access to exclusive investment opportunities
Risk-adjusted return optimisation
We leverage our deep understanding of the energy, oil & gas, finance, technology, and hospitality sectors to identify unique opportunities and manage risks effectively.
Comprehensive wealth planning that considers your family’s complete financial picture, future aspirations and multi-generational objectives.
Strategic charitable giving solutions that create meaningful social impact while optimising tax efficiency.
Working alongside your legal advisors to ensure optimal estate planning structures that protect and preserve family wealth.
Business growth and expansion strategies
Performance optimisation
Market opportunity assessment
Strategic partnerships and alliances
Comprehensive succession planning that ensures smooth leadership transitions while preserving family harmony and business continuity.
Development of robust governance frameworks that balance family and business interests.
Our next-generation programme prepares future leaders for their roles in preserving and growing the family legacy:
Financial literacy and investment understanding
Business management principles
Leadership development
Family enterprise dynamics
Structured opportunities for hands-on learning and gradual integration into family wealth management.
Access to experienced advisors and industry experts who provide guidance and support.
BROI Capital’s expertise in managing sophisticated family wealth is best illustrated through our case studies. While maintaining strict confidentiality, these cases demonstrate our strategic approach to complex challenges faced by our clients.
Our client’s third-generation fintech enterprise faced a critical transition point when multiple family members expressed competing visions for leadership. With fewer than 30% of family-owned businesses successfully transitioning to the second generation, and only 12% reaching the third generation, the takes were exceptionally high.
BROI Capital played a crucial role in facilitating a smooth transition. Through careful mediation and strategic planning, we implemented a structured evaluation framework to assess leadership capabilities. The implementation of clear leadership protocols reduced decision-making time by 62%, while family member participation in governance structures reached 85%. We successfully integrated four next-generation leaders into key roles while maintaining steady business growth throughout the transition period.
A client family with international exposure faced significant compliance challenges across multiple jurisdictions. With increasing complexity in cross-border tax compliance and regulatory uncertainty, immediate intervention was required.
BROI Capital’s comprehensive solution streamlined reporting across seven jurisdictions while reducing compliance processing time by 47%. Through efficient restructuring, we decreased administrative costs by 23% and maintained a perfect compliance rate for three consecutive years, providing the family with confidence in their international operations.
A client with a substantial real estate portfolio sought to optimize returns while navigating market volatility. Their challenge was to balance stable income generation with strategic growth opportunities.
BROI Capital developed a comprehensive real estate strategy that diversified their portfolio across prime commercial and residential assets. We identified undervalued properties in emerging markets and implemented a structured renovation program, enhancing property values by 24% within two years. The family’s real estate holdings now provide a stable 8% annual yield, with a 15% increase in overall portfolio value.
Schedule a confidential consultation to discuss your family’s wealth management needs.
+44 20 4577 1040
London, UK
122 Leadenhall St, London EC3V 4AB
Dubai, UAE
Empire Heights Tower, Dubai, UAE
info@broicapital.com
Information provided on our website should not be interpreted as personal advice. Contact our advisors for additional information.