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  Financial Management – Oversee all aspects of the clients’ finances including budgeting, cash flow management and financial reporting.
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  Investment Planning – Develop investment strategies tailored to the clients’ goals, risk tolerance and financial aspirations.
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  Portfolio Management – Manage the clients’ investment portfolios, ensuring they are diversified and aligned with market trends and opportunities.
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  Risk Assessment – Conducting due diligence related to investments and legal liabilities, monitoring portfolio performance to optimize returns while minimizing risks.
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  Compliance – Expertise in ensuring that Estate plans comply with legal requirements, and that they are structured to minimize tax liabilities.
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  Estate Management – Establishing and managing Trusts that facilitate wealth transfer to future generations.
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  Legal Duties – Work closely with legal advisors to draft Wills, establish Trusts and manage property acquisitions, distribution of assets and property transfer according to the clients’ wishes.
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  Administrative Duties – Maintaining detailed records and facilitating communication between trustees, beneficiaries, financial institutions and other external stakeholders, promoting transparency and accountability.
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  Tax Planning – Develop tax strategies to optimize the clients’ financial positions while remaining compliant with local and international tax laws.
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  Tax Compliance – Work with tax advisors to prepare and file tax returns, manage tax payments and address any tax-related issues.
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  Tax Advisory – Advice on tax implications related to investments, estate planning and philanthropic activities, ensuring that the family office takes advantage of potential tax-saving opportunities.
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  Family Governance – Providing strategic support to establish governance structures such as family councils or boards
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  Succession Planning – Oversee the implementation of a succession program to ensure the long- term continuity of the family office and family wealth.

Requirements

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  Deep financial knowledge and a strong understanding of investments, finance, risk management,
  wealth management and regulatory frameworks.
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  Proven track record of working with ultra-high net worth families, as well as familiarity with the intricacies of family office operations.
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  Excellent communication and interpersonal skills, with a personable approach and credibility.
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  Trustworthiness, discretion and respect for clients’ confidentiality.
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  Exceptional soft skills to navigate complex family dynamics, build trust and educate family members on financial matters.
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  Commitment to long-term relationships with the clients.
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  Business acumen, high level of integrity and ethical conduct
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  A strong academic and technical background, with a first or higher degree in business administration, finance, economics, accounting, or a related field