06 Aug
|
Intellectual Capital HR Consulting
|
Mumbai
06 Aug
Intellectual Capital HR Consulting
Mumbai
Seeking a Head of Family Office with a strong investment advisory background to lead asset allocation and alternative deal sourcing for a prominent MFO. You will bridge institutional-grade portfolio construction with bespoke advisory for UHNW families across global markets
1. P&L; & Commercial Leadership
- Bottom-Line Ownership: Responsibility for the firm’s P&L;, including revenue targets, margins, and EBITDA.
- Commercial Strategy: Designing competitive fee structures (AUM-based, performance, or retainers).
- Efficiency: Optimizing "cost-to-serve" and overhead via technology and process automation.
2. Growth & Acquisitions
- Strategic M&A;: Identifying, vetting, and acquiring boutique firms to expand AUM and geographic footprint.
- Integration:
Leading post-merger onboarding of new family clients and qualified teams.
- Business Development: Driving organic growth by pitching and securing new high-net-worth client families.
3. Strategic Oversight
- Investment Strategy: High-level supervision of asset allocation and risk management across all offices.
- Stewardship: Managing complex family dynamics and multi-generational wealth transitions.
- Governance: Ensuring strict regulatory compliance and robust cybersecurity across multiple jurisdictions.
📌 Head Multi Family Office - Pan India (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai