Job Description

Job Title: VP, Legal & Business Solutions Reports to: Director, Head of Legal & Business Solutions Job purpose * Advise UHNI and families on all aspects of their wealth and business succession p Job Title: VP, Legal & Business Solutions Reports to: Director, Head of Legal & Business Solutions Job purpose Advise UHNI and families on all aspects of their wealth and business succession planning including where the asset basket/family is spread across geographies, and on asset protection. Prior experience in working for funds, fund managers and/or indulging in cross border structuring and/or tax planning. Advise on relative legal and tax issues that emanate from private wealth planning, presenting clients with a comprehensive and seamless solution. Advise clients on how to best execute business strategies, projects and transactions in a tax-efficient manner. Support the legal function of the organization towards preparation and review of several documents concerning its business activities across jurisdictions. Meeting with prospective clients to understand their requirements and provide relative legal solutions. Working with colleagues as well as external advisors to deliver integrated legal, regulatory and tax advisory services. Provide timely and effective responses to client objectives, needs and concerns. Research on complex legal and tax issues. Work within a team environment to deliver integrated family office services to our clients. Preparation of responses/presentations to/for various time-sensitive client requests and planning opportunities. Gathering documents and information from clients for purposes of proposing suitable structures, setting up entities under the structure, coordination between various stakeholders, etc. Maintaining records and complete documentation in respect of the client structures, instructions, etc. towards the knowledge management database. Efficient research skills, eye for detail and keenness to learn. Understanding of the general principles of law and tax, specifically relating to trust law, corporate law, direct and indirect taxes. Prior experience in working for funds and/or indulging in cross border structuring and/or tax planning. Execution of the structures i.e., working with service providers to obtain competitive fee quotes. Networking with law, accounting or other firms and assist in creating an internal database of external advisors, that can be relied upon for legal/other advice. Qualifications 6 to 9 years of relevant experience Degree in Law