FAMILY OFFICE EXECUTIVE

Family Office Executive

Hybrid or Fully Remote • Part-Time • United Kingdom Timezone (GMT/BST) •

Salary Negotiable, Based on Experience

About W8 Advisory

W8 Advisory is a London-based, unique wealth management practice operating in the best stewardship tradition of a Multi-Family Office. Our mission is to serve the complex and unique needs of high-net-worth African entrepreneurs and family businesses, presenting and implementing wealth management solutions; including family governance, tax planning, wealth structuring & asset protection and estate & succession planning - with the purpose of preserving and transferring their wealth to the next generation, smoothly and without conflict.

We work closely with each client to offer insight into their wealth management, provide critical decision-making information, and support them in successfully managing and growing their wealth. W8 Advisory has been consistently featured in the Spear's 500 as a Top Recommended Family Office Service for the past five years.

Role Description

This is a part-time, fully remote or hybrid position for a Family Office Executive at W8 Advisory. The successful candidate will take ownership of a broad range of responsibilities spanning wealth structuring, trust and estate planning, family governance, and bespoke legal and administrative client solutions. You will work closely with the Managing Principal and a small, expert team, playing a key role in delivering bespoke family office services.

Key Responsibilities

• ● Provide solutions for wealth structuring and preservation strategies, including cross-border and multi-generational considerations.
• ● Provide guidance on estate and succession planning tailored to the needs of high-net-worth individuals and families.
• ● Develop and implement family governance frameworks, including family constitutions, shareholder agreements, and family council structures.
• ● Deliver bespoke legal and administrative solutions to clients in the capacity of a Family Office Executive.
• ● Liaise with external advisers — including lawyers, tax specialists, accountants, trustees, private bankers, and asset managers — on behalf of clients.
• ● Prepare and review client-facing documentation, reports, and correspondence to a high professional standard.
• ● Identify opportunities to enhance client service delivery and contribute to the ongoing development of W8 Advisory's practice.
• ● STEP qualification — compulsory.
• ● Minimum of 3 years' experience in wealth management, private client advisory, or a related field.
• ● Strong knowledge of wealth structuring and trust and estate planning principles.
• ● Bachelor's degree or equivalent highly desirable; a law degree is preferred.
• ● Background as a Trust Officer, Trainee or Qualified Private Client Solicitor, Paraplanner, or Legal Executive in a private client practice highly desirable.
• ● Strong analytical and problem-solving abilities with meticulous attention to detail.
• ● Excellent written and verbal communication skills, with the ability to convey complex matters clearly to clients.
• ● Comfortable working independently in a remote environment, and collaborating effectively as part of a small team.
• ● Discretion and professionalism in handling sensitive client information.
• ● Candidates living and working in International Financial Centres like Jersey, Guernsey, Mauritius would be welcome, bearing in mind that the office hours are GMT / BST.

Qualifications & Experience

How to Apply

Please send a cover letter and CV to [email protected] and copy to [email protected]