Head Multi Family Office - Pan India (Mumbai)

Head Multi Family Office - Pan India (Mumbai)

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

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