(Maternity Cover)
Posted - 2 July 2020

Location - UK



Our client is a family with a mixed portfolio of investments including equity, property and art. The family and their assets are global, so the family office has to look at all the worldwide impacts on the family.


As with most Family Offices the role will be broad and include a wide range of responsibilities:

  • Managing the investment portfolio of the client
  • Treasury and bank management functions ensuring that all payments are made
  • Multi-jurisdiction tax planning (alongside the guidance of external accountant
  • Expenditure management preparing monthly budgets and cash flow forecasts
  • Preparing and reviewing tax returns for family members in each jurisdiction
  • Preparing Financial Statements for the companies of family members, and ensuring they are submitted according to the laws of the countries in which they operate.
  • Overseeing office management


Successful candidates will ideally be a qualified accountant with experience working within a Family Office or with global private clients.


French language will be a bonus but not essential.


Salary: Circa £55,000 per annum


If you would like to find out more about the role, please email Chris Costi at 

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