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Posted 21 May, 2026

Head Family Office - Pan India

Intellectual Capital HR Consulting Pvt. Ltd.
Mumbai, MH, IN Full Time
Reference: d0e5de3892d2d78b

Job Description

Seeking a Head of Family Office with a strong investment advisory background to lead asset allocation and alternative deal sourcing for a prominent MFO. You will bridge institutional-grade portfolio construction with bespoke advisory for UHNW families across global markets


1. P&L & Commercial Leadership

  • Bottom-Line Ownership: Responsibility for the firm’s P&L, including revenue targets, margins, and EBITDA.
  • Commercial Strategy: Designing competitive fee structures (AUM-based, performance, or retainers).
  • Efficiency: Optimizing \"cost-to-serve\" and overhead via technology and process automation.

2. Growth & Acquisitions

  • Strategic M&A: Identifying, vetting, and acquiring boutique firms to expand AUM and geographic footprint.
  • Integration: Leading post-merger onboarding of new family clients and professional teams.
  • Business Development: Driving organic growth by pitching and securing new high-net-worth client families.

3. Strategic Oversight

  • Investment Strategy: High-level supervision of asset allocation and risk management across all offices.
  • Stewardship: Managing complex family dynamics and multi-generational wealth transitions.
  • Governance: Ensuring strict regulatory compliance and robust cybersecurity across multiple jurisdictions.

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