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
- 1015 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&aposs 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.
