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Chief of Staff to UHNW Entrepreneur
3 months ago
- Serve as the Principal's liaison for all staff-related matters, ensuring efficient communication and execution of the principal's directives.
- Partner with the Principal's business assistant to ensure personal and professional commitment and priorities align.
- Evaluate the performance of current household operations and develop a scalable, flexible mode to accommodate growing, complex needs while proactively addressing future challenges.
- Manage and lead the entire family office team and contractual employees, including hiring, training, performance management, and compensation.
- Project manage and prioritize tasks amongst staff and contractors through software tools like Asana.
- Develop and implement HR policies and procedures for household staff.
- Oversee all financial operations, including controls, accounting, budgeting, reporting,and allocation of funds across lifestyle, business, and dependent expenses.
- Oversee and develop budgets for household operations, projects, and capital expenditures.
- Provide monthly financial and project progress reports to principals, with constant improvement through soliciting feedback on structure and format.
- Oversee transitions/changes and implement sound judgment when dealing with conflict resolution.
- Coordinate and manage high-level meetings, travel arrangements, and special events for the family.
- Negotiate contracts and manage relationships with external vendors, service providers, and advisors.
- Provide strategic support on ad hoc projects such as property and vehicle acquisition, home renovations, tax optimization, and residency planning across multiple markets.
- Ensure the security, confidentiality, and privacy of the family and their assets.
- 5+ years of experience in an operational role within a family office or similar high-net-worth environment.
- Exceptional problem-solving skills and the ability to be resourceful in finding solutions to complex issues.
- Excellent interpersonal and communication skills, with the ability to interact effectively with high-net-worth individuals, family members, and diverse staff.Thorough understanding of human resources and employment best practices.
- Highly organized and detail-oriented.
- Calm under pressure and able to manage multiple high-priority tasks simultaneously.Flexible and adaptable to changing priorities.
- Proactive and able to anticipate needs before they arise.
- Demonstrated experience in project management, particularly in areas such as real estate acquisition and development, as well as construction and renovation.
- Strong financial acumen is desired with a background in finance, accounting, or business management.
- In-depth knowledge of tax laws, residency requirements, and wealth management strategies is a huge plus
- Ability to maintain the highest level of discretion and confidentiality. Trustworthy and always acting in the best interest of the principal.
- Bachelor's degree required; MBA or relevant advanced degree preferred.
