Managing Partner – Family Office & Asset Management

About the role

The Managing Partner will provide strategic leadership for a family office, overseeing a diversified portfolio of assets and cultivating trusted relationships with high‑net‑worth families. This senior position drives growth, ensures regulatory compliance, and embeds an entrepreneurial culture of excellence.

Key responsibilities

• Define and execute the family office’s strategic direction aligned with family values and investment philosophy.
• Oversee portfolio management, conduct performance reviews and risk assessments across multiple asset classes.
• Design and implement customized wealth‑management, tax, estate‑planning and philanthropic strategies in collaboration with advisors.
• Lead, mentor and develop a high‑performing team of financial professionals.
• Maintain deep, trust‑based relationships with clients as the primary point of contact.

Required profile

• Minimum 15 years of experience in asset management, wealth management or family office leadership.
• Proven track record in senior leadership roles with measurable success.
• Strong understanding of family governance, fiduciary duties and regulatory compliance.
• Advanced degree in finance, business administration or related field; CFA, CFP or CAIA preferred.

Required skills

What we offer

• Opportunity to shape the legacy of a prominent family office.
• Leadership of a talented, cross‑functional team.
• Competitive compensation aligned with senior‑level market standards.