Head of Multi-Family Office

Are you an experienced individual capable and excited by the
opportunity of spearheading a new multi-family office (MFO)?

Our client is a growing wealth management firm who primarily
support high net worth clients, charities and trusts for their financial
planning and wealth management. Their team based across London and Bristol
consist of Chartered Financial Planners alongside their discretionary fund
management team who together provide an integrated service to their clients.

The board of directors is now looking to expand the business
further by opening a multi-family private office aimed at clients ranging from
£10 – £50 million. They want to offer quality service, comprising of the
benefits felt from both a very personal multi-family office (MFO) service and a
private bank.

They will be providing truly personalised, boutique service,
from their in-house resources and outsourced capabilities, with the aim of delivering
and exceeding client’s expectations.

The aim of the service you will be overseeing is to provide
oversight and advice on:

• Creating clarity on the purpose of family wealth
  between family members with succession in place for the generations
• Providing oversight on all structures including
  companies, trusts and other tax effective wrappers
• Investment consultancy and management across
  asset classes on discretionary and advisory basis
• Provide education on financial lifestyle and
  ensure wealth is structured tax efficiently
• Consistent risk management assessment to mitigate
  risks to family wealth
• Source and advise on private equity investment
  opportunities
• Create reports, aggregating and analysing all
  aspects of client wealth
• Co-ordinate and execute all banking and treasury
  needs
• Advise on matters of corporate finance for the
  family business and other commercial interests
• Management of fine art, valuable collectables,
  and other lifestyle assets

Our client is seeking an experienced individual with
capability of spearheading this new division to create and build out their
multi-family office. In addition, you should be well connected with families
within £10m – £50m bracket that would benefit from the service.

Remuneration

Our client is open to conversations regarding remuneration
and would look at what you can offer to the business

Call
us now on 0208 0044 154 or click Apply

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