Head – Family Office – UHNW Dimensions HRD Consultants

The Corporate Institute; Greater London; On-site; GBP 180,000 - 350,000; Full time

Job summary

The Corporate Institute in London seeks an experienced Head of Family Office to manage global investments, real assets, aviation and maritime interests, plus philanthropic initiatives. You will oversee the family's portfolio, coordinate external advisors, and maintain highest levels of discretion and governance.

Ideal candidates bring deep UHNW wealth management experience, ability to lead a dedicated team, and hands-on oversight across strategy, risk, tax, and compliance while preserving

Qualifications

• Minimum 12–15 years in private banking, investment management, family office or UHNW advisory roles.
• Proven experience managing complex investment portfolios including assets like aviation and maritime.
• Deep knowledge of international tax structures, trusts, and multi-jurisdictional wealth management.

Responsibilities

• Oversee and manage the family's global investment portfolio including listed securities, private equity, VC, real estate, and alternative investments.
• Coordinate with external investment advisors, banks, wealth managers, and fund managers; conduct due diligence and reporting.
• Lead and coordinate the family office team and external advisors (legal, tax, finance, security); manage risk, compliance and budgeting.
• Manage private aviation operations and yacht/real estate assets; ensure governance, maintenance, and reporting.
• Support philanthropic giving strategies and oversee foundations or CSR initiatives.

Skills

Investment management

Private banking UHNW advisory

Discretion & confidentiality

Stakeholder management

Strategic leadership

Education

Bachelor’s/Master’s in Finance/Business/Law

CFA/CA/CPA preferred

Job description

Position:

Head of Family Office

Location:

London, UK

Employment Type:

Full-time

Reporting To:

Principal / Family Patriarch

Overview:

We are seeking an experienced, discreet, and highly capable professional to manage the full spectrum of responsibilities associated with a private family office. This includes oversight of global investments, private equity holdings, real estate, aviation (private jet), maritime assets (yacht), and select philanthropic initiatives. The ideal candidate brings a balance of strategic investment acumen and hands-on operational oversight.

Key Responsibilities:

Investment Management

• Oversee and manage the familys global investment portfolio, including listed securities, private equity, VC, real estate, and alternative investments.
• Liaise with external investment advisors, banks, wealth managers, and fund managers.
• Evaluate new investment opportunities and conduct due diligence.
• Provide regular reporting, performance analysis, and risk assessment to the Principal.
• Maintain up-to-date knowledge of global markets, macroeconomic trends, and investment instruments.

Asset Oversight & Administration

• Manage private aviation operations: work with aviation advisors and service providers to oversee aircraft operations, maintenance, insurance, leasing agreements, and compliance.
• Oversee maritime assets (e.g., yacht): liaise with yacht management firms on crew, maintenance, compliance, logistics, charters, and usage schedules.
• Maintain and ensure efficient administration and reporting of real estate and other physical assets globally.
• Track and monitor ownership structures and trusts related to asset holding.

Operational & Strategic Leadership

• Lead and coordinate the activities of the family office team and external advisors (legal, tax, finance, security, etc.).
• Implement and manage risk management protocols, insurance coverage, and compliance with global regulatory requirements.
• Maintain confidentiality and data security across all dealings and communications.
• Prepare and manage budgets, cash flow planning, and consolidated financial reporting for the familys global assets.

Philanthropy & Special Projects

• Support charitable giving strategies and oversight of foundations or CSR initiatives.
• Manage special projects or acquisitions as directed by the Principal.

Key Requirements:

• Minimum 1215 years of experience in private banking, investment management, family office, or ultra-high-net-worth (UHNW) advisory roles.
• Proven experience managing complex investment portfolios and lifestyle assets (e.g., aviation, maritime).
• Deep knowledge of international tax structures, trusts, and multi-jurisdictional wealth management.
• Exceptional discretion, integrity, and the ability to manage sensitive matters with full confidentiality.
• Strong interpersonal skills with the ability to interface with external advisors, team members, and the family directly.
• Bachelor’s or Masters degree in Finance, Business, Law or related field; CFA/CA/CPA preferred.

Compensation:

Highly competitive, aligned with UHNW industry standards; includes performance-based bonuses and potential equity incentives in select investments.