About this role
To lead and oversee the strategic and operational management of the Family Office, ensuring the effective administration of executive wealth, investment portfolios, and philanthropic initiatives. The role is responsible for preserving and growing family wealth through prudent investment management, financial planning, and governance while overseeing charitable giving in alignment with the family's vision and objectives. Additionally, the position ensures efficient management of family office operations, associated holding entities, financial reporting, compliance, and coordination of lifestyle and administrative services to support the family's long-term financial and legacy goals
Responsibilities
Develop and execute the Family Office strategy aligned with the family's long-term financial and legacy objectives.
Oversee wealth management, including financial planning, liquidity, banking relationships, and wealth preservation.
Manage diversified investment portfolios by evaluating opportunities, monitoring performance, and optimizing returns within approved risk parameters.
Lead philanthropic initiatives, including charitable giving, grant management, and social impact programs.
Ensure effective governance of family-owned entities, financial reporting, compliance, and risk management.
Manage relationships with banks, investment managers, legal advisors, tax consultants, and other professional service providers.
Provide strategic advice and periodic reporting to family principals on wealth, investments, and philanthropic activities.