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RLS Consulting

Chief Executive Officer - Family Office - Wealth Management

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Description

Key Responsibilities:

- Lead the overall strategy, organization, and day-to-day functioning of the Family Office.

- Act as the principal interface between the Family Office Board and the executive team.

- Lead and supervise the CFO / Head - Finance & Accounting and the CIO / Chief Investment Officer.

- Develop robust governance processes, operating policies, delegation of authority, reporting systems, and internal controls.

- Maintain consolidated oversight of family wealth, including business holdings, financial investments, real estate, trusts, holding entities, and other material assets and liabilities.

- Coordinate family governance initiatives, Family Office Board meetings, and implementation of agreed family policies.

- Ensure objective, equitable, and professional servicing of all family branches.

- Coordinate external advisers including legal, tax, estate planning, trustees, auditors, bankers, investment advisers, and insurance specialists.

- Oversee risk management, confidentiality, information security, compliance, and conflict-of-interest frameworks.

- Review consolidated financial and investment performance reports and present periodic Family Office updates to the Family Office Board.

- Build and develop the Family Office organization progressively as its requirements expand.

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