Role Overview:
- Serve as the first point of contact for all Family Office requests from shareholders.
- Own request intake, prioritization, and routing to relevant corporate functions or external providers.
- Design and manage the Family Office service model, including request catalog, tiers, and performance measurement.
Operations & Leadership:
- Build and lead the team, starting with an Operations Manager and scaling the function as scope grows.
- Manage service metrics, time tracking, internal billing, budget allocation, and regular business reviews with shareholders.
- Establish clear engagement models with corporate functions without duplicating existing expertise.
Stakeholder & Vendor Management:
- Coordinate dedicated resources and time quotas where needed, protecting corporate teams from fragmented ad hoc requests.
- Build and manage a trusted network of external advisors and specialized service providers.
- Lead negotiations on scope, pricing, and terms, and monitor service quality and vendor performance.
Who You Are:
- Proven experience building, managing, or scaling service-oriented functions.
- Ability to coordinate external advisors and internal stakeholders across tax, legal, banking, investment, and other domains.
- Significant experience working directly with founders, business owners, senior executives, and high-profile individuals.