Chief Legal Officer – Family Office

2 weeks ago


Houston, Texas, United States Agreus Full time
Chief Legal Officer – Family Office

An exceptional opportunity has emerged within a prestigious Family Office. We are in search of a committed and skilled Family Office Chief Legal Officer to enhance our dynamic operations. This crucial position entails delivering extensive administrative, financial, and legal assistance to the Director and essential internal stakeholders, thereby ensuring the efficient functioning of our family office. Proficiency in Spanish is highly advantageous, as it will significantly improve communication within our diverse and global team.

Core Responsibilities:

  1. Oversee annual regulatory submissions, collaborating closely with international service providers.
  2. Assist in the preparation and organization of biannual meetings for director elections and other vital business affairs.
  3. Coordinate and manage additional interim director meetings as necessary.
  4. Precisely document financial resolutions and other important decisions made by the directors.
  5. Track all trust fund transactions from underlying entities to the trusts, ensuring compliance and transparency.
  6. Draft resolutions and compile necessary documentation for establishing banking relationships, engaging with investment managers, and other financial undertakings.
  7. Maintain and update the corporate minutes book and other critical corporate records.
  8. Communicate with foreign registered offices, ensuring effective record-keeping and correspondence.
  9. Input historical data and documents into designated software systems for each entity.
  10. Prepare and supervise all banking instructions, ensuring precision and compliance.
  11. Develop and uphold a robust document storage and retrieval system, including a comprehensive repository of documents.

Qualifications and Expertise:

  1. A Juris Doctor degree is essential.
  2. Experience in Family Office, Tax, and Funds is preferred.
  3. Relevant background in corporate administration or a similar capacity.
  4. Exceptional organizational skills with meticulous attention to detail.
  5. Outstanding communication and interpersonal abilities.
  6. Capability to manage confidential information with the utmost discretion.
  7. A proactive mindset towards problem-solving and decision-making.

Compensation will reflect the responsibilities and expectations of the role as well as the candidate's experience.



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