Objectives and Key Deliverables
It is envisaged that this piece of advisory work will be around 3 exploratory phone calls of around 1-2 hours each.
We are a Dubai based single family office trying to understand the best practices in family office space in managing the following functions.
Custody Risk Management
We are seeking someone with senior level experience, within the finance function of single/multi family offices.
We are active on the ground on international jurisdictions and will go for a multi-custodian model. Therefore, we prefer someone who interacted directly with custodians in Europe and US or has a thorough understanding of the different custodians in these regions and pros and cons with each one.
Advice on setting up a custody risk management framework. After an initial identification of various risk elements associated with custodians, the framework should help us measure and manage them efficiently.
Advice on streamlining the treasury and transaction management functions.