Seeking a Head of Family Office with a solid 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
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.
Growth & Acquisitions
Strategic M&A;: Identifying, vetting, and acquiring boutique firms to expand AUM and geographic footprint.
Integration:



Leading post-merger onboarding of current family clients and professional teams.
Business Development: Driving organic growth by pitching and securing recent high-net-worth client families.
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 Of Wealth Management Mumbai
🏢 Intellectual Capital HR Consulting
📍 Mumbai