Single Family Office - Investment Advisor/ Gatekeeper

As an Investment Advisory professional, your main responsibilities will include:Financial & Wealth Advisory

• Assess current financial situations and help set achievable financial goals.
• Conduct risk assessments, budgeting, and cash‑flow analysis.

Investment Management

• Oversee portfolio allocation, diversification, and ongoing rebalancing.
• Conduct investment research across equities, bonds, ETFs, mutual funds, and alternative assets.
• Monitor market conditions and adjust strategies accordingly.

Trust, Wealth & Estate Planning

• Work with legal and tax advisors to establish and manage trusts and succession plans.
• Ensure beneficiary designations and structures are aligned with long‑term objectives.
• Maintain and update wealth‑planning documents as required.

Retirement & Tax Planning

• Develop retirement income strategies and recommend suitable account structures.
• Implement tax‑efficient investment and planning strategies in collaboration with tax professionals.

Risk Management & Insurance

• Evaluate insurance needs (life, disability, health, long‑term care).
• Recommend appropriate coverage and assist with claims handling.

Other Responsibilities

• Support business portfolio M&A activities.
• Evaluate industrial investment projects, private equity opportunities, and general asset‑management matters.