Family Office Manager

Full Time 1 month ago Western Cape, Western Cape

Employment Information

Location:  Cape Town
Level:  Mid-Senior

We are seeking a proactive and highly reliable Family Office / Business Manager to oversee the employer’s personal affairs and trust structures. This role is suited to a self-starter with strong financial acumen, a high level of accountability, and the ability to build and maintain effective systems and reporting frameworks. An interest in the hospitality industry would be advantageous.

Key Responsibilities

1. Financial Management

  • Budgeting and forecasting, including tracking income and expenses against annual projections
  • Creditors control:  reconciling supplier accounts, processing and loading payments
  • Overseeing accounting and tax compliance (managed by external advisors)
  • Managing banking requirements, including applications, foreign payments, and related queries

2. Estate & Succession Planning

  • Liaising with legal and financial advisors on trusts, wills, and estate structures
  • Ensuring strong governance across all family entities

3. General & Operational Management

  • Maintaining accurate documentation and records for audits and legal purposes
  • Managing FIA (Foreign Investment Allowance) processes for international spend
  • Overseeing philanthropic initiatives and charitable activities
  • Facilitating family and entity meetings and supporting decision-making processes
  • Acting as the key point of contact between the family and external advisors (legal, banking, investment)
  • Ensuring alignment and accountability across all family entities
  • Preparing and presenting regular financial and operational reports
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