endowments like Yale University, where Tsai studied. The family office would be set up in Hong Kong to help Tsai diversify his wealth as IPO lock-ups expire.Ī recent Wall Street Journal article “Alibaba’s Joseph Tsai to open multi-billion dollar family office by Mia Lamar and Rick Carew said Tsai’s family office will be modeled on the investment programs of prestigious U.S. Just six months after Alibaba’s successful US$25 billion New York Stock Exchange initial public offering (IPO), its Chief Financial Officer Joseph Tsai announced that he would be forming a multi-billion dollar family office. At present, only fully vaccinated employees are allowed in the Firm’s offices.As many Asian families attain substantial liquidity following successful listings in global capital markets, large family offices are being created.
#Iconiq family office series#
Per CDC Guidance, people are considered fully vaccinated for COVID-19 ≥2 weeks after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or ≥2 weeks after they have received a single-dose vaccine (Johnson & Johnson /Janssen). Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.Įffective, all job offers shall be contingent upon the job applicant submitting proof that they are fully vaccinated by their start date or have obtained an approved medical or religious exemption as an accommodation.Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.(Family office, wealth management, or other experience working with high net worth families is preferred). Bachelor’s degree and a minimum of two years of relevant industry experience.Promote and ensure respect for client privacy and confidentiality in all matters.Be an engaged culture carrier and participate in firmwide initiatives.
Help maintain partnerships with other internal teams on client service processes and workflow.
Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.Execute and manage the new client onboarding process and account transfers.Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Serve as a point of contact for day-to-day client service needs.
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