Internal Counsel/ Wealth Advisor

hace 2 semanas


Buenos Aires, Argentina Emprego AR A tiempo completo

US based, SEC registered Family Office serving global families. Families are from the US, Europe and Latam.


The open role: a semi-senior and client facing role, where a broad array of legal and wealth advisory matters will be covered. Its main focus will be to work with families on their wealth/succession planning and reviewing/improving investment documents.
- +10 years of experience in law firms and/or legal departments, including areas such as business/investment law, Venture Capital, M&A, Wealth/Tax/Succession Planning, Trusts & Estates.
- Law Graduate
- Desirable: LLM or MBA

Some of the Responsibilities

1. Reviewing, negotiating, and improving investment documents received from entrepreneurs, funds or managers.

2. Coordinate with the Investments team, to prepare a sound Investment Policy Statement for the families, starting from the examples already available.

3. Responsible for the legal documents archive and follow-up process for investments conversions and evolutions.

4. Legal Structures: maintain, improve, and analyze existing legal structures held by families, by coordinating with external counsel and developing a sense of the best practices available.

5. Learn and stay updated regarding tax & estate efficient strategies across different countries and advise families on what is best for them. Collaborate with external counsel to provide the families with a clear plan of action and lead the execution until its completion and implementation.

6. Family Office’s regulatory compliance

We offer:

- Full-time position.
- Flexible hybrid work model.
- Fantastic team culture.
- Plenty of space for initiative and personal growth.
- Global exposure and mindset.



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