Senior Executive Assistant To Principal(Family Office)

Senior Executive Assistant to PrincipalEstate and Succession PlanningSuccession Planning and Estate ManagementMaintain detailed records of the family’s succession plans, including wills, trusts, and legal structures.Ensure estate planning documents are up to date and reflect the family’s current wishes.Administrative DutiesBill Payment and Record KeepingManage the timely payment of invoices and expenses.Maintain organized and accurate records of financial transactions and communications.Property and Philanthropic ManagementOversee the management of family properties, including bill payments, insurance, and record-keeping.Hire and supervise staff as needed for property maintenance and household services.Philanthropic ManagementSupport the execution of the family’s philanthropic initiatives, ensuring proper tracking of charitable contributions for tax purposes.Manage the administration of family foundations and charitable trusts.Legal and Regulatory ComplianceEnsure family operations comply with relevant laws and regulations.Coordinate with legal advisors to address any legal issues.Coordination and CommunicationAct as the central point of contact for all service providers, ensuring smooth communication and coordination.Facilitate communication between family members and external advisors, keeping all parties informed and aligned.