Managing Director, Single Family Office

Key Responsibilities:

• Strategic Investment and Wealth Management
• Develop and implement a comprehensive investment strategy aligned with the family’s goals, including asset allocation across public and private equity, real estate, and alternative investments.
• Oversee portfolio construction, performance tracking, and risk management, ensuring adherence to established financial objectives and risk tolerance.
• Lead due diligence and analysis for potential new investments, providing well-researched recommendations to family principals.

Financial Oversight and Reporting

• Ensure robust financial controls, budgeting, and reporting processes are in place to manage liquidity, expenses, and cash flow effectively.
• Coordinate with accountants, tax advisors, and auditors to manage tax efficiency, compliance, and regulatory obligations across jurisdictions.
• Present regular financial performance updates, investment reports, and portfolio insights to family members, facilitating clear and transparent communication.

Family Governance and Communication

• Establish and manage family governance structures, including regular family meetings, reporting protocols, and education initiatives to foster financial literacy.
• Act as a trusted advisor and primary point of contact for family members, providing insights, guidance, and support for individual and shared financial objectives.
• Facilitate effective intergenerational planning, helping to align long-term objectives with the values and aspirations of family members across generations.

Philanthropy and Legacy Planning

• Support the family’s philanthropic goals by developing strategies for charitable giving, foundation management, and social impact initiatives.
• Work closely with family members to establish philanthropic goals, monitor impact, and ensure alignment with broader family values.
• Oversee legacy planning efforts, including estate structuring and succession planning, to protect and transfer wealth to future generations in a tax-efficient manner.

Risk Management and Compliance

• Identify and mitigate potential risks across investment, operational, and family matters, establishing robust governance and compliance practices.
• Ensure adherence to all regulatory requirements, maintaining full compliance across all areas of the family office’s operations.
• Review and manage insurance, security, and other risk mitigation policies to protect family assets and personal safety.

Operational Management and Vendor Coordination

• Oversee the family office’s day-to-day operations, including the coordination of third-party providers, advisors, and service vendors.
• Ensure optimal performance of banking, legal, real estate, and other external service relationships, negotiating contracts and monitoring service levels.
• Implement best practices in office management, administration, and technology, ensuring efficiency and confidentiality in all operational matters.

Requirements:

• Bachelor’s degree in Finance, Business, Economics, or a related field; MBA, CFA, CPA, or other relevant advanced qualifications preferred.
  10+ years of experience in wealth management, investment management, or family office leadership, with demonstrated expertise in multi-asset class investing and wealth planning.
• Proven track record of successfully managing relationships within high-net-worth families or single-family offices, with a focus on trust, confidentiality, and discretion.
• Deep understanding of tax, estate, and succession planning strategies for high-net-worth individuals and families.
• Excellent interpersonal, communication, and leadership skills, with the ability to work effectively with family members, advisors, and external partners.
• Strong analytical and financial modeling skills, with the ability to evaluate complex investment opportunities and articulate insights clearly.
• Commitment to the highest ethical standards, with a meticulous attention to detail and a proactive approach to risk management.

Preferred Qualifications:

• Experience managing a single-family office or working directly with high-net-worth families in a private investment setting.
• Exposure to international investment opportunities and multi-jurisdictional tax and legal considerations.
• Knowledge of philanthropic strategies, foundation management, and impact investing.