Head of Family Offices at Alan & Grant

Job Summary

• Our client seeks an experienced professional as Head of Family Offices, with the competencies to lead and manage the strategic direction, operations, and overall management of the company’s multi-family office operations (registered in Dubai).
• The Head of Family Office will provide comprehensive financial and lifestyle management services for High-Net-Worth clients, Family Businesses/Offices, Foundations, Trusts etc.
• This responsibility reflects a holistic approach to wealth management, incorporating legacy-building alongside financial growth.

Key Responsibilities

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

Requirements

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