CEO - Single Family Office
Core
Principal steward of a diversified global portfolio (public markets, private equity, real estate, direct investments) leading strategy, risk, and governance for a Single Family Office.
Role type
Senior IC CEO (Single Family Office)
Builds
Investment strategy, risk management, and operational infrastructure for a family's capital
Domain
Wealth Management / Private Investment
Required skills
Multi-asset portfolio management, investment strategy, risk management, governance, succession planning, team leadership, stakeholder management, financial oversight, legal/tax coordination, liquidity planning
Preferred skills
Experience with UHNW principals, discretion, emotional intelligence, long-term thinking
Technologies
N/A
Responsibilities
Lead overall strategy, asset allocation and investment oversight; Partner closely with the family on vision, governance and succession planning; Oversee internal investment team and external managers; Supervise finance, tax, legal and reporting functions; Manage risk, liquidity and capital planning; Represent the family with banks, advisors and co-investment partners