Independent, Objective, Practical advice Genuine Fiduciary Standards.

Practical and Tax efficient Investment Planning

Your personal lifestyle goals for today and well into ten generations of your descendant’s can be designed today to predict and avoid systemic market risks in your customized investment portfolios utilizing passive and active solutions by leveraging our relationship based access to public and private markets.

$375 Mil+

Income and Capital Gains tax savings identified in 2023


Five Star Wealth Manager

Rankings developed by Five Star Wealth Mgr’ magazine using proprietary algorithm. Awarded 6/01/22 for data as of 1/01/22. Sabur PWM paid no application fee to participate.


Authentic Fiduciary Standards ¹

Tax efficient Investment Portfolios that also comply with your religious beliefs.

Strategies for growth, risk management, and market volatility.

    Public Markets

  • Tax-efficient strategies

  • Passive & active investment solutions

  • Curated asset mix

  • Diversified holdings to reduce expected risk

  • Lower costs

    Private Markets

  • Institutional-quality opportunities

  • Managed & direct investment solutions

  • Illiquidity premium capturing

  • Attractive yield opportunities

  • Risk mitigators

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As a Genuine Fiduciary We Place Your Interests First

Authentic Fiduciary Standards offer, for your protection.

  • Embrace the legal fiduciary obligation to place Clients’ interests first
  • Deliver complete solutions planning
  • Provide fee based advice
  • Do not accept commissions on investments
  • Be transparent on client costs, fees, and terms
  • Provide transparency on portfolios and investments
  • Remain independent from any bank, broker dealer, insurance provider, or custodian
  • Measure client performance returns using independent third parties
  • Do not create products to sell or price any public securities
  • Do not physically hold or possess any client assets, securities, or money


  • Private Markets

  • Tax-Efficient Investments

  • Real Estate

  • Qualified Opportunity Zones

  • Private Capital & Credit

  • Private Equity Secondaries

  • Curated Fund Vehicles

Put Your Goals at the Center of the Planning Process

“We simplify complexity with goals-based planning – providing the clarity and wisdom you need to take action confidently.”

Zak Shaik | Sabur PWM, Head of Private Wealth Planning