家族办公室顾问

Job Description Roles & Responsibilities Develop and implement comprehensive wealth management strategies tailored to the unique needs and goals of ultra-high-net-worth families. Provide expert advice on investment portfolio construction, asset allocation, and risk management to preserve and grow family wealth across generations. Facilitate seamless intergenerational wealth transfer planning, including estate, trust, and tax strategies, ensuring alignment with family values. Oversee and coordinate a diverse team of external advisors, including legal, tax, investment, and philanthropic professionals, to deliver integrated solutions. Desired Candidate Profile Advanced degree (MBA, JD, LLM, or equivalent) in finance, law, business, or a related field. Minimum of 2 years of progressive experience in wealth management, private banking, or family office operations. Proven track record of successfully advising ultra-high-net-worth individuals and families on complex financial matters. Deep understanding of investment strategies, alternative assets, estate planning, and international tax law. Employment Type Full Time Company Industry Real Estate Department / Functional Area Corporate PlanningConsultingStrategyM&A Keywords Private Wealth AdvisorSenior Family Office StrategistWealth PlanningFamily Wealth AdvisorChief Wealth OfficerPhilanthropyGovernanceFamily Business ConsultantCross-Generational Wealth TransferWealth StrategistAsset ManagementEstate Planning Get real-time job updates only on our App