Director - Family Office

About Company

Lagrange Point has partnered with a privately held family office based in Delhi NCR, managing the investments and strategic interests of a prominent business family. The office focuses on long-term wealth preservation, portfolio diversification, and philanthropic initiatives, combining institutional discipline with a bespoke, high-touch approach.

Role and Responsibilities

• Serve as a strategic advisor to the family and associated entities on investment, wealth preservation, and succession planning.
• Manage and nurture relationships with UHNIs, ensuring customised solutions aligned with their unique goals and values.
• Oversee portfolio performance across asset classes – public markets, private equity, real estate, alternative investments, and other bespoke opportunities.
• Coordinate with external advisors, legal counsel, tax specialists, and investment managers to deliver integrated wealth solutions.
• Conduct regular portfolio reviews, risk assessments, and performance reporting.
• Support in governance framework development and multi-generational wealth transition planning.
• Identify new investment opportunities and manage due diligence processes.
• Contribute to strategic projects within the family office, including philanthropy, impact investing, and legacy initiatives.

Skills and Qualifications

• 10–15 years in wealth management, family offices, private banking, boutique investment advisory, or similar high-touch client management roles.
• Proven track record in managing UHNI relationships with AUMs in the ₹500 crore+ range.
• Strong understanding of multiple asset classes, investment strategies, and risk management principles.
• Demonstrated ability to work with discretion, trust, and high ethical standards.
• Excellent interpersonal and communication skills, with the ability to engage and influence at the highest levels.
• Strategic mindset with hands-on execution capability.
• Postgraduate qualification in Finance, Economics, Business Administration, or relevant professional certifications (CFA, CA, CFP) preferred.

What's On Offer

This is an opportunity to work at the intersection of finance, legacy, and strategy, influencing decisions that shape the long-term success of a distinguished family office. The role offers a unique combination of strategic exposure, deep client engagement, and the ability to make an enduring impact.