Our Services

At FBMTrust, we serve as the dedicated family office and merchant capital platform for the family and its affiliated entities. Our focus is on the stewardship, growth, and preservation of family wealth across generations.

All activities are conducted for the family, its trusts, family-owned companies, and select aligned partners, never for the general public.

Investment Oversight & Capital Deployment

We manage the allocation of family capital across public and private markets, including equities, fixed income, private equity, venture, and real estate. Our approach is opportunistic yet disciplined, ensuring that every investment reflects the family's long-term objectives.

Multi-Asset Portfolio Management
Strategic allocation across public markets, private equity, venture capital, and real estate investments.
Principal Investment Projects
Direct sponsorship of proprietary projects in real estate, energy, technology, and logistics with opportunities for aligned partner participation.

Proprietary Ventures & Strategic Co-Investments

FBMTrust sponsors proprietary projects in real estate, energy, technology, and logistics. In certain cases, we invite aligned partners to co-invest alongside the family under structures where our family maintains governance and principal risk.

Family Governance & Legacy Planning

We design and administer family governance frameworks, succession structures, and legacy strategies to ensure continuity across generations. This includes trusts, charitable foundations, and family councils.

Intergenerational Continuity
Comprehensive governance structures, succession planning, and legacy frameworks for multi-generational wealth preservation.
Balance Sheet Optimization
Cash management, financing arrangements, credit facilities, insurance solutions, and comprehensive risk mitigation for family entities.

Treasury & Risk Management

We oversee cash management, financing arrangements, and risk mitigation for family entities. This includes credit facilities, insurance solutions, and balance sheet optimization for family-owned assets.

Specialized Projects & Innovation

FBMTrust actively develops initiatives in renewable energy, digital infrastructure, and advanced technologies. These projects are undertaken as principal investors, with opportunities for aligned partners to participate under controlled structures.

Innovation Initiatives
Principal investment in renewable energy, digital infrastructure, and advanced technology projects with selective partner participation opportunities.

Exclusive Family & Partner Focus

We provide services exclusively to the family, its trusts, affiliated entities, and aligned investment partners. We do not solicit or advise non-affiliated external clients.

Family-First Approach

  • • Complete alignment of interests
  • • No conflicts with outside clients
  • • Focused expertise and attention
  • • Shared risk and reward structures
  • • Long-term relationship focus

Partnership Benefits

  • • Priority access to opportunities
  • • Customized investment solutions
  • • Direct access to our networks
  • • Comprehensive family office services
  • • Strategic advisory capabilities
  • • Co-investment opportunities under family governance
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