JOB TITLE - Executive Family Officer
REPORTING TO - Chief Executive Officer
POSITION OVERVIEW The Executive Family Officer (EFO) will serve as the strategic advisor, relationship manager, and operational head of the client’s family office. This individual will oversee the governance, compliance, financial, and administrative affairs of high-net-worth families, ensuring seamless integration of professional services, wealth preservation, and intergenerational legacy planning. The role requires technical expertise, discretion, entrepreneurial thinking, and leadership to provide clients with exceptional service and peace of mind.
KEY RESPONSIBILITIES
Act as the primary point of contact for family members, managing relationships with trustees, bankers, investment managers, tax advisers, and other stakeholders.
Oversee and coordinate governance frameworks, including drafting and maintenance of Family Constitutions, trust deeds, succession plans, and Letters of Wishes.
Manag...