UN
Director - Family office
unfilterstory · Gurugram · onsite · Posted 30d ago
Not disclosedFresherfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About The Opportunity
Operating at the intersection of wealth management, private investment, and family governance, we serve ultra-high-net-worth families across India by designing and executing bespoke financial, legal, and legacy strategies. Our practice blends strategic advisory with hands-on execution—structuring family offices that protect capital, align generations, and drive impact-driven wealth deployment. We work closely with patriarchs, matriarchs, next-gen leaders, and external advisors to build institutions, not just portfolios.
Role & Responsibilities
Must-Have
Operating at the intersection of wealth management, private investment, and family governance, we serve ultra-high-net-worth families across India by designing and executing bespoke financial, legal, and legacy strategies. Our practice blends strategic advisory with hands-on execution—structuring family offices that protect capital, align generations, and drive impact-driven wealth deployment. We work closely with patriarchs, matriarchs, next-gen leaders, and external advisors to build institutions, not just portfolios.
Role & Responsibilities
- Lead end-to-end family office design: governance frameworks, investment mandates, succession planning, and cross-border compliance.
- Develop and monitor multi-asset, multi-generational wealth strategies—including private equity, real estate, impact investing, and liquidity management.
- Act as principal advisor to family councils, facilitating alignment on values, mission, and legacy goals across generations.
- Oversee fiduciary operations: financial reporting, tax optimization, entity structuring, and risk mitigation with external legal & accounting partners.
- Build and manage a curated ecosystem of external advisors—family lawyers, estate planners, philanthropy consultants, and wealth tech partners.
- Drive operational excellence: establish KPIs, dashboards, and governance rhythms that ensure transparency, accountability, and agility.
Must-Have
- Family office advisory
- Private wealth structuring
- Succession planning
- Multi-generational governance
- Family council facilitation
- Private equity allocation
- Philanthropy strategy
- Global tax compliance
- Experience with offshore trust structures
- Fluency in family systems dynamics
- Track record advising Indian business families
- Work directly with India's most influential families—shaping legacies that last generations.
- Autonomy to design and scale family office models from scratch, with full C-suite support.
- Hybrid work ethos with international travel for client engagements and strategy retreats.
Sourced from foundit
Skills
Family Office AdvisoryExperience with offshore trust structuresFamily council facilitationFluency in family systems dynamicsMulti-generational governancePhilanthropy strategyPrivate equity allocationPrivate wealth structuringTrack record advising Indian business familiesGlobal Tax ComplianceSuccession Planning