This position will not have any involvement in the investments as the Family Office have created a separate investment entity. Please do not apply if you are seeking an investment focused role.

A rare and exciting opportunity has arisen within a prominent Family Office based in Dubai. The successful candidate will serve as a trusted advisor to the family and manage a full scope Family Office which will cover the following activities:

  • Wealth planning (excluding Wealth Management)
  • Charity and Philanthropy
  • Family Governance
  • Trust
  • Real Estate Management
  • Tax Planning
  • Other general concierge services

Job responsibilities:

  • Oversee the management and strategic development of the Family Office. Seek inputs from family and develop and implement Family Office strategy and annual operational plans and budgets.
  • Oversight of all family assets, properties, trusts and other relevant interests.
  • Ensure efficient asset management/protection of the family members’ own use properties. Manage the Property Managers/Project Managers in the administration and maintenance of the properties. Assist the family in taking over new properties and wherever needed, assist/liaise for leasing.
  • Oversee and coordinate the agreed charity and philanthropic activities which are motivated by the core values of the family. This may include zakat, voluntary work, financial assistance, etc.
  • Coordinate and manage the incorporation of family trusts and thereafter administration of their activities. Keep custody of all documents including agenda, minutes, and other relevant documents.
  • Implement agreed Family Governance protocols including those pertaining to family constitution, council and assemblies. Manage and coordinate these activities/events.
  • Manage other estate planning activities for the family including life/medical insurance, wills/gifts, etc.
  • Responsible for direct and indirect tax planning and accounting including managing estate tax/property tax, planning and compliance. Oversee the preparation of financial records/statements, tax returns and periodic reports.
  • Liaise with outside Counsel, Trustees, Accountants, Valuation experts and Property Consultants.
  • Oversee implementation of an effective succession programme involving rigorous training and grooming of next generation of family members/successors. This would cover individual coaching, equipping them with necessary skills and knowledge needed to run business efficiently and provide mechanism for smooth and sustainable transition. Coordinate knowledge enriching programs and act as guide and advisor.
  • Ensure general services are delivered by Family Office to meet the family’s needs (e.g. travel, medical services, reservations, general logistics, etc.). Make sure that the services provided are of high standards.
  • Serve as trusted advisor for multiple family generations and take up special projects as required and participate in strategic initiatives.

Person specifications:

  • Business graduate, preferably a CA or MBA.
  • Extensive overall experience, either in managing business or progressive financial roles or in managing a Family Office.
  • Exposure to tax, real estate, estate planning is essential.
  • Proven track record in negotiating, managing transactions, interacting with internal/external entities, organizational skills is also essential.
  • Should possess attributes of – attention to details, quick turn-around, ability to prioritize to meet competing deadlines and managing multiple priorities.
  • High degree of trust, integrity and managing confidentiality.

If you would like to apply for this role, please send your CV to Chloe Walker at chloew@agreusgroup.com

Due to the high level of interest it will not be possible to respond to all applicants.

 REF: AGR2848