Company Overview:

Somani Group is a diversified investment firm with a strong focus on creating and managing wealth for select high-net-worth families. We operate across various asset classes, including public and private equity, and alternative investments, with a commitment to delivering superior long-term returns while adhering to the highest standards of ethical conduct.

Role Overview:

The Head - Family Office ( Single Family Office) will be responsible for overseeing all aspects of wealth management and investment strategies for a select group of ultra-high-net-worth families. This role involves developing and implementing customized investment plans, managing portfolios across diverse asset classes, providing comprehensive financial advice, and ensuring alignment with the families' long-term financial goals and risk tolerance. The Head - Family Office will work closely with the families, internal investment teams, and external advisors to deliver exceptional service and achieve optimal investment outcomes.

Key Responsibilities:

- Develop and implement comprehensive wealth management strategies for ultra-high-net-worth families, aligning with their financial goals, risk tolerance, and long-term objectives.

- Manage and oversee diversified investment portfolios across various asset classes, including equities, fixed income, real estate, and alternative investments, to maximize returns while mitigating risk.

- Provide expert financial advice and guidance to families on a wide range of topics, including estate planning, tax optimization, philanthropic giving, and wealth transfer strategies.

- Conduct thorough due diligence on investment opportunities, evaluating their potential risks and returns, and making informed recommendations to the families.

- Monitor portfolio performance, analyze market trends, and make adjustments to investment strategies as needed to ensure optimal results.

- Build and maintain strong relationships with the families, serving as their trusted advisor and providing exceptional client service.

- Collaborate with internal investment teams and external advisors, including legal, tax, and estate planning professionals, to provide comprehensive and integrated wealth management solutions.

- Ensure compliance with all relevant regulatory requirements and internal policies.

Required Skillset:

- Demonstrated ability to develop and implement sophisticated wealth management strategies for ultra-high-net-worth families.

- Proven expertise in managing diversified investment portfolios across various asset classes, including equities, fixed income, real estate, and alternative investments.

- Strong understanding of financial planning principles, estate planning, tax optimization, and wealth transfer strategies.

- Excellent communication, interpersonal, and relationship-building skills, with the ability to effectively interact with high-net-worth individuals and their families.

- Deep knowledge of investment management principles, financial markets, and economic trends.

- Ability to assess risk, conduct due diligence, and make informed investment decisions.

- Bachelor's degree in Finance, Economics, or a related field; MBA or CFA designation preferred.

- 12-25 years of relevant experience in wealth management, portfolio management, or family office services.