7,360 investor meetings later, I still open with questions.
I work with family businesses, family offices, and fund managers on capital formation strategy, family governance, and market entry between the US and the Gulf.
Current roles
➤ Capital Formation and Growth Strategy, ARM Investments, a single family office
➤ Founder and Principal, Saudi Family Holdings, an advisory platform in New York and Riyadh
➤ Global Program Leader, Family Enterprise and Wealth, Columbia Business School Executive Education
➤ Program Leader, Business Acumen for Executives, The Wharton School with Emeritus
➤ Honorary Co Chair, US Department of Commerce trade missions to Saudi Arabia, Bahrain, and the UAE
Background
I've spent 2 decades at AIG, Goldman Sachs, and the Institute for Private Investors, and served as Chief Strategy Officer at BAM Companies. I have participated in raising and structuring more than $1B across real estate, private equity, and infrastructure.
That work has involved RIAs, family offices, sovereign wealth funds, and HNW investors across the US, the Middle East, and Asia. I have spoken at LEAP, Money20/20, and Cityscape Global.
Where I can help
➤ Capital formation strategy: identifying the right investors for your raise and understanding how family offices and RIAs will assess your proposition
➤ Family governance: family councils, ownership rules, and succession planning before the next generation takes over
➤ Family office design: establishing or restructuring the office, its investment process, and advisor selection
➤ Market entry: Saudi Arabia, the UAE, Bahrain, and Asia, including the regulatory and cultural realities of the GCC
➤ Investor relations: developing the story, materials, and follow up that sophisticated investors expect
Sessions are advisory. Decisions on transactions, legal documents, and investments remain with your leadership, counsel, and licensed advisors.
Press and commentary
➤ Bloomberg News, Jan 27, 2026: Quoted on Saudi Arabia turning to its wealthiest families as a new source of capital.
➤ The Observer, Sep 6, 2026: Interviewed on how Saudi Arabia's Public Investment Fund is bringing family enterprises into its portfolio companies.
➤ China Daily Asia Weekly, Jul 16, 2026: Featured on how Chinese family offices are reshaping global investment through cross border partnerships. The Star (Malaysia) carried the story on Jul 20, with additional comments on wealthy families diversifying across Asia as tensions rise.
➤ China Daily, Aug 13, 2026: Follow up interview from LEAP East 2026.
➤ Economic Observer (China), Jul 13, 2026: Quoted on overseas family businesses looking at data center construction in China.
➤ Forbes, Oct 29, 2025: Quoted on how Middle Eastern family offices reacted to comments by Sequoia Capital's Shaun Maguire.
➤ Forbes, Sep 9, 2025: Featured in coverage of billionaires and sovereign investors overtaking venture capital in longevity investing.
➤ Markt und Mittelstand (Germany), Sep 10, 2025: Quoted on international family offices and the US housing market.
➤ Family Wealth Report and WealthBriefing, 2025 to 2026: Regular contributor, with 10 bylines including "Why Family Offices Don't Respond To Your Email," "How Saudi Family Enterprises Redefine Private Markets," "Capital Flows Follow Stability," and "Rise Of Private Market Diplomat."
Full media record: www.muckrack.com/abbashashmi