Family Office of Marwan A. Marshi

Active development of comprehensive and holistic multi-asset investment strategies using a combination of top-down and bottom-up approaches. Quantitative models and qualitative analysis are employed throughout the investment process.
Oversight and coordination with Trust Administration, Banks, Custodians, Accountants, Legal Counsel, and Tax Advisors, among other third-party service providers.
Selection, analysis, due diligence, and monitoring of strategic investments, funds, alternative investment vehicles, and co-investment opportunities & programs.