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Head of Wealth Planning and Family Office

Head of Wealth Planning and Family Office - March 7, 2024

Job Summary

This role is to work closely with high-net-worth individuals and families to develop and implement comprehensive estate plans and provide ongoing support through our family office services.

Job Description

  • Collaborate with clients to understand their financial goals, estate planning needs, and family dynamics as well as develop the estate plans that tailored to each client's unique situation, considering tax implications, asset protection strategies, and succession planning, together with assist clients in organizing and consolidating their financial affairs, including investment management, real estate holdings, and business interests.
  • Coordinate with legal and financial professionals to draft estate planning documents, including wills, trusts, powers of attorney, and advance directives
  • Provide guidance on philanthropic giving, charitable trusts, and other charitable planning strategies and oversee the administration of trusts and estates, ensuring compliance with legal and regulatory requirements
  • Manage relationships with external service providers, such as attorneys, accountants, and investment advisors, to deliver integrated wealth management solutions
  • Stay current on estate planning laws, tax regulations, and industry trends to provide informed advice to clients and serve as a trusted advisor to clients, offering ongoing support and guidance to help them achieve their long-term financial objectives.


  • Bachelor or Master's degree in Finance, Business, Laws, or related fields. CFP holders are preferred.
  • Minimum of 7 years of experience in estate planning, trust administration, or wealth management with minimum of 5 years in managerial level
  • Strong knowledge of estate planning strategies, tax law, and financial planning principles
  • Excellent communication skills, with the ability to explain complex concepts clearly and effectively
  • Client-focused mindset, with a commitment to delivering exceptional service and building long-term relationships
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