A Family Office is a private wealth management advisory that serves high-net-worth individuals and their families. Family Offices can be structured in different ways. You can have a Single-Family Office that serves only one wealthy family or a Multi-Family Office that cater to multiple families.

In the past, Family Offices have quietly been powerful players in the wealth management space. But lately, they have become even more important in the financial world. This change is making waves in traditional finance, showing just how much influence family offices have.

For further reading: www.forbes.com/sites/josipamajic/2024/01/11/the-rise-and-rise-of-the-family-office-an-analysis/?sh=5aa6fdaf12ed


  • Manage and grow the wealth of a family over generations.
  • Supports an individual or family in day-to-day administration.
  • Management of individual or family’s affairs and long-term strategy.

Services Family Offices would offer:

  • Investment Management
  • Tax Planning
  • Estate Planning
  • Philanthropic Activities
  • Day-to-day Finances e.g., bill paying and budgeting.

The structure and services provided by a Family Office will depend on the specific needs and preferences of the family they serves.

Administrative Staff in Family Offices

Does this sound like an environment where you would want to advance your career? Each Family Office is different hence their staff sizes and requirements will vary. As an administrative professional, it is your responsibility to conduct comprehensive research prior to an interview. Typically, a classic Family Office would seek an Executive Assistant with a few years’ experience to assist The Board or the CEO or an individual with a background in Office Management to ensure that the day-to-day operations of the office are seamless (to get a better understand of the day in a life of an Office Manager, click here) potentially advancing into roles within Investment Administration or Project Management.

Typical responsibilities of an administrative staff member in a Family Office:

  • Uphold the strictest code of confidentiality at all time.
  • Provide administrative support.
  • Act as a gatekeeper for The Board and/or the CEO; managing phone calls, emails and other forms of correspondence.
  • Assist in financial administration including invoice processing and budget management.
  • Make travel arrangements and booking on behalf of The Board, CEO or families.
  • Complex diary management over several time zones.
  • Prepare agendas, relevant documents and take minutes during meetings.
  • Oversee maintenance of office or relevant properties tied to the business.
  • Plan and execute office socials or any events in the business’ calendar.
  • Carry out research for The Board, CEO or families when necessary and assist in relevant projects.

We are here to assist you during every step of your career. Keep an eye on our job board or our LinkedIn Page for the latest Family Office roles. Alternatively, you can contact us and find out more: info@bainandgray.com