Legal Counsel

Roles and responsibilities

Our client, an established family-office, is seeking a Legal Counsel with a minimum of 5 years of experience who will support the company across Legal Advisory, Corporate Governance and Estate & Wealth Planning.
The Legal Counsel will provide comprehensive legal support to the Family Office, offering guidance on a wide range of legal issues including estate planning, asset protection, investment management, corporate governance, and family business operations. The role requires a deep understanding of both family dynamics and legal complexities to ensure compliance, minimize risks, and support the overall strategy of the family office.
Key Responsibilities:
Legal Advisory

:
Advise on a broad range of legal matters including real estate, tax, trusts, estate planning, and succession planning.
Provide guidance on investment structures, fund formation, and capital deployment in various jurisdictions.
Review and draft legal documents, including contracts, agreements, and memorandums.
Ensure compliance with local and international laws affecting the family's business interests.
Corporate Governance

:
Assist with corporate governance issues for family businesses, foundations, trusts, and investment entities.
Ensure compliance with legal and regulatory requirements for all entities under the Family Office's purview.
Manage board meetings, resolutions, and shareholder agreements.
Risk Management & Compliance

:
Identify, assess, and mitigate legal risks in family office transactions and business operations.
Develop and implement policies and procedures to ensure the office remains compliant with legal regulations.
Manage relationships with external legal advisors, ensuring cost-effective and high-quality legal services.
Estate & Wealth Planning

:
Advise on estate planning and structuring to protect family wealth and ensure smooth succession.
Collaborate with financial advisors to design and implement wealth transfer strategies.
Provide legal oversight in creating trusts, wills, and other legal instruments for estate planning.
Family Governance

:
Assist in developing and maintaining family charters, constitutions, or similar governance structures.
Mediate disputes between family members and offer legal guidance during family meetings.
Dispute Resolution

:
Manage litigation and arbitration processes, when necessary, ensuring minimal disruption to family interests.
Coordinate with external legal counsel in case of legal disputes or international legal matters.
Tax and Regulatory

:
Collaborate with tax advisors on tax optimization and compliance strategies.
Ensure the family office's operations align with tax laws in relevant jurisdictions.
Qualifications:
Education

: Bachelor's degree in Law (LLB) or Juris Doctor (JD). Master's in Law (LLM) in taxation, trusts, or corporate law is an advantage.
Experience

:
Minimum of 5-7 years of legal experience, with a focus on family offices, wealth management, corporate law, or estate planning.
Previous experience in a law firm, financial institution, or as in-house counsel is preferred.
Desired candidate profile

Legal Expertise
Legal Research and Analysis
Conducting thorough research on laws, regulations, and legal precedents.
Analyzing and interpreting complex legal information to provide actionable insights.
Contract Drafting and Negotiation
Drafting, reviewing, and negotiating contracts, agreements, and other legal documents.
Ensuring terms and conditions are favorable and compliant with the law.
Corporate Law Knowledge
Understanding laws governing business operations, mergers, acquisitions, and governance.
Advising on compliance with corporate policies and regulatory requirements.
Litigation and Dispute Resolution
Representing the organization in legal proceedings or coordinating with external counsel.
Managing mediation, arbitration, and settlement processes.
Regulatory Compliance
Ensuring the organization adheres to applicable laws, industry standards, and ethical guidelines.
Keeping up-to-date with evolving regulations.
Strategic and Analytical Skills
Risk Management
Identifying legal risks and proposing mitigation strategies.
Anticipating potential legal challenges and offering preventive solutions.
Strategic Thinking
Aligning legal advice with the organization's business objectives.
Balancing legal risks with commercial opportunities.
Attention to Detail
Reviewing documents and agreements to identify inconsistencies or potential issues.
Soft Skills
Communication Skills
Verbal

: Explaining legal concepts to non-legal stakeholders clearly and effectively.
Written

: Preparing concise and persuasive legal documents, reports, and correspondence.
Negotiation Skills
Achieving favorable outcomes in contracts, settlements, and disputes.
Balancing firmness with diplomacy.
Problem-Solving
Addressing complex legal issues with innovative and practical solutions.
Interpersonal Skills
Building strong relationships with internal teams, external counsel, and regulatory bodies.
Ethical Judgment and Integrity
Upholding high ethical standards and protecting the organization's reputation.
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