Managing Director
Current- Oversee the management of a substantial family investment portfolio, including asset allocation, risk management, and investment strategy.- Coordinate with external advisors and internal teams to manage investments in equities, fixed income, real estate, and alternative investments.- Lead estate planning and tax strategy efforts, ensuring compliance with legal regulations and optimizing financial outcomes.- Develop and implement family governance policies and succession plans.- Spearhead philanthropic initiatives and charitable activities of the family.- Manage relationships with key financial institutions, legal firms, and investment partners.- Regularly report to and communicate with family members on financial performance, investment opportunities, and strategic decisions.
