Wealth Grid Consultancy · Signature product
Family Office as a Service: one diagnosis for the whole group, one transformation — designed, built and handed over.
For multi-company family groups in Egypt and the Gulf. We map how the group fits together and how each company earns, audit its digital estate, then design, build and hand over a full digital transformation across the group — and link it to new revenue streams.
For: family business groups with several companies, second-generation owners, and holding and group CFOs. Book a free 30-min callStatus: Live
How it works
Eight steps, one accountable team.
- 01
Entry
An NDA and a mandate letter with the group’s leadership.
- 02
Group map
Companies, ownership, governance, people and the links between them.
- 03
How each company earns
Revenue sources, costs, profit drivers and cash flow — company by company.
- 04
Digital estate
Systems, data, processes, people and gaps — current against needed.
- 05
Blueprint
A group-wide transformation design and roadmap.
- 06
Build
We build: systems, workflows, dashboards, apps and integrations.
- 07
Handover
Working systems, documentation and trained teams — owned by you.
- 08
Link to revenue
Connect the transformed group to capital, grants & ESG and business development.
What you receive
Deliverables you can use on day one.
Understanding
- Group map: structure, ownership and governance
- Earnings map for each company
- Digital-estate audit: current vs needed
Transformation
- Group blueprint and roadmap
- Built, working systems and integrations
- Handover pack: documentation and training
Fees
Hybrid, and tied to delivery.
A retainer for the team across the programme, with build fees tied to delivered milestones. Where the programme opens capital, grant or business-development outcomes, the relevant success fee applies. Agreed in writing before we start.
Family Office as a Service is an advisory, design and build service — not asset management. Wealth Grid does not manage, hold or invest client money.
Is your group ready for Family Office as a Service?
A 30-minute call with a senior leader. NDA first.