W8 Advisory
Family Office Executive
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Family Office Executive
W8 Advisory LLP
Location: Fully Remote. Candidates based in IFC jurisdictions such as Mauritius, the Channel Islands, or similar trust and fiduciary hubs are particularly welcome to apply.
Hours: UK working hours (GMT/BST) are mandatory, regardless of location.
Position Type: Flexible, with a minimum commitment of 3 days per week and scope to expand to full-time as the role develops.
Salary: Negotiable based on experience.
About W8 Advisory
W8 Advisory is a unique wealth management practice established and managed by Africans, operating in the best stewardship tradition of a Multi-Family Office. Our mission is to serve the complex and unique needs of ultra-high net worth African entrepreneurs by presenting wealth management solutions that assist with preserving their wealth for the next generation.
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 Spears 500 as a Top Recommended Family Office Service for the past five years.
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Role Description
This is a full-time, fully remote 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 a small, expert team, playing a central role in delivering W8 Advisory’s high-touch family office service.
Key Responsibilities
- Provide solutions 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, and trustees 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.
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Qualifications & Experience
- STEP qualification — compulsory.
- Minimum 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. (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.
To apply
Please send a cover letter and CV to bernadette@w8advisory.com.
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