Family Office Manager ( Lebanon)

Key Roles And Functions Of a Family Office

Investment Management:

Handles asset allocation, investment strategy, and portfolio management
Invests in traditional assets (like stocks and bonds) and alternative assets (real estate, private equity, or venture capital)
Some family offices actively pursue direct investments in businesses or startups aligned with the family’s values or interests

Financial and Tax Planning:

Provides detailed tax planning and preparation to minimize tax liabilities across jurisdictions
Manages estate and inheritance planning to ensure smooth wealth transfer to future generations
Engages in philanthropy planning, setting up charitable foundations or trust funds

Risk Management:

Identifies, assesses, and mitigates financial risks, including market, credit, and operational risks
Manages insurance policies and other protective measures to safeguard family assets

Legal and Estate Planning:

Coordinates with attorneys for legal services, including estate planning, wills, trusts, and succession planning
Ensures that family governance structures are in place to manage decision-making and family dynamics

Family Governance and Education:

Establishes governance frameworks, such as family councils or constitutions, to guide decision-making and resolve conflicts
Provides education and mentoring for younger generations, teaching financial literacy, investment knowledge, and family values

Lifestyle and Concierge Services:

Assists with personal services, including travel arrangements, property management, luxury acquisitions, and event planning
Manages the family’s day-to-day affairs, such as hiring personal staff or managing household needs

Philanthropy Management:

Helps the family develop and execute charitable initiatives, often establishing foundations or charitable trusts
Manages grant-making and impact measurement for philanthropic projects