Job Description
Our client, an award-winning independent financial planning business and FPI Approved Professional Practice, is seeking a highly skilled Executive Family Officer (EFO). This strategic leadership role is designed for a professional who can serve as a primary advisor and operational head for a dedicated Family Office, ensuring the seamless preservation of wealth and intergenerational legacy for high-net-worth families.
Key Responsibilities Relationship Management: Act as the primary point of contact for family members and manage external relationships with bankers, trustees, investment managers, and tax advisers. Governance & Compliance: Oversee governance frameworks, including Family Constitutions, trust deeds, succession plans, and Letters of Wishes. Structure Oversight: Manage local and offshore structures (trusts, SPVs, companies, and philanthropic entities) to ensure full legal and tax compliance. Strategic Leadership: Lead the oversight of investment, property, insurance, ...