Case Studies
Each family’s story is singular. But the principles – steady process, honest counsel, and natural discretion – remain the same. Solutions drawn from thoughtful analysis and deeply personal objectives leave a mark that no off-the-shelf strategy ever could. While our duty to privacy precludes names or specifics, these stories reflect the quiet impact of purposeful partnership.
Resolving Cross-Generational Priorities
A longstanding family client approached Barsan Capital on the eve of a generational transition. The eldest wished to maintain the legacy assets (a sizable local real estate portfolio) while younger branches advocated for diversification and global exposure. Rather than allow differences to stall progress, we facilitated a series of roundtable sessions, inviting external perspectives without overwhelming with theory.
Through steady, respectful debate, consensus emerged: a staged transition. Core local assets would remain as a generational anchor, while we gradually reallocated satellite holdings into international private equity and infrastructure funds. Risks were openly discussed; new governance allowed younger voices a seat at the table. Facilitated by Barsan Capital, the family maintains both cohesion and performance three years on, capitalising on global cycles, and growing their real estate base with fresh discipline.
Deploying Liquidity After a Business Sale
An entrepreneurial client, having sold his industrial company, sought structure after volatility. He wanted stability for his parents, modest growth for himself, and education for his heirs. Rather than pressing a standard model, Barsan Capital arranged an “investment retreat” with the family where they explored approaches, risk appetites and even their anxieties around sudden wealth.
We organised a phased investment program: a base layer of short-duration, Shariah-compliant private credit; a mid-portion in yield-focused real estate; and a measured commitment to global growth funds with periodic capital calls. Regular touchpoints, informed education for the younger generation, and performance that quietly matched (and occasionally exceeded) expectations have turned an uncertain windfall into a platform for measured independence without strain or spectacle.
Building Shariah-Compliant Sophistication
A Gulf family long assumed true diversification was not possible while adhering strictly to Shariah values. Their previous portfolios remained underweight in global assets, with limited exposure beyond regional real estate and equities.
After careful listening, and spirited consultation with the family’s preferred scholars, Barsan Capital identified a curated range of institutional Shariah-compliant funds, spanning private equity, global real assets, and specialised credit structures. Due diligence included not only performance and governance, but extensive compliance reviews, setting new benchmarks for transparency.
Over four investment cycles, the family saw volatility decline and returns stabilise, all while holding fast to personal values. Today, their portfolio stands as proof that global sophistication and faithfulness can coexist – delivered with nuance, discipline, and respect for legacy.