Objectives:

• Reduce concentrated exposure to Lebanese assets.
• Lower leverage to a sustainable level, reducing systemic risk.
• Implement disciplined rebalancing strategy through extreme market volatility

Our Approach:

• Strategic De risking: Upon engagement in 2019, we immediately initiated a phased plan to de risk the portfolio. This included a systematic and discreet reduction of the Lebanese exposure, focusing on liquidating assets without creating market disruption.
• Proactive Leverage Management: We developed and executed a clear capital management framework to progressively reduce leverage. This involved designing a strategy to pay down debt, optimizing capital structure, and establishing clear triggers for future leverage adjustments.
• Crisis Navigation: We provided continuous, hands on advisory during two major systemic events; the onset of the Lebanese financial crisis in late 2019, which severely impacted local asset values and liquidity, and the global market volatility triggered by the COVID 19 pandemic in early 2020. Our guidance focused on disciplined execution and preserving capital rather than reacting to short term market noise.
• Global Diversification: The capital freed up from de risking and deleveraging was strategically redeployed into a globally diversified portfolio of high quality assets, aligning the portfolio with the family's long-term objectives.

Objectives:

• Mitigate concentrated risk exposure to declining, illiquid asset.
• Deploy liquid portfolio into a diversified growth strategy.
• Empower and govern G2 leadership in building new operating assets.
• Develop long-term vision to protect legacy and transition financial future.

Our Approach:

• Collaborative Strategic Blueprint: We worked closely with the G2 leadership to develop a forward looking strategic blueprint. This process included a comprehensive review of the family's financial position, a detailed assessment of market opportunities, and the creation of a clear vision for a new, diversified portfolio of operating assets.
• Capital Allocation and Governance Framework: We established a new governance framework specifically designed for a modern, entrepreneurial family office. This included building a dedicated capital allocation committee with a disciplined process for deploying capital from the liquid portfolio into new ventures, ensuring that every investment was strategically aligned with the new vision.
• Parallel Ecosystem Building: Rather than attempting to unlock value from the illiquid legacy business, our strategy was to build a new financial ecosystem in parallel. This involved a targeted approach to sourcing, evaluating, and launching a new portfolio of operating assets, effectively creating a new foundation for the family's wealth.

Objectives:

• Diplomatic, equitable resolution reflecting historical contributions.
• Modernized governance framework to replace outdated agreement.
• Clear, lasting structure for stability and shared future vision

Our Approach:

• Principled Mediation: We initiated a structured, confidential process to facilitate open and diplomatic dialogue between the two families. Our role was to provide an objective framework for discussion, helping all parties acknowledge historical contributions while focusing on a forward looking, equitable solution.
• Revised Ownership Model: Through a series of carefully managed negotiations, we guided the families toward a new, mutually agreeable ownership structure. We helped them move past the original arrangement to a more proportionate and sustainable model that was unanimously approved by all stakeholders.
• Building a Balanced Governance Framework: As part of the revised structure, we designed and implemented a new governance framework. This included clear decision making protocols, stakeholder alignment mechanisms, and an incentive structure to support interested and qualified family members. This framework was built to provide clarity, ensure continuity, and prevent future disputes.