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Family Manager

Company

Anderson Wise

Location

lugano, tessin

Type

Full-time

Executive Assistant - Family Finance & Lifestyle Manager — Lugano, Switzerland

Full-time · Single-Family Office

A single-family office is looking for one person to hold the full picture of a private family's affairs, across banking, healthcare, property, travel, and immigration.

This is a coordination role with genuine authority, not a task-execution role. You'll report directly to the Principal. No institutional layers, no committee approvals.

What you’ll own:

Banking & Personal Finance

  • Full picture of the family's banking across multiple jurisdictions, accounts, cards, RM contacts, and KYC deadlines
  • Evaluate banking proposals independently, identify misalignments before they reach the principal
  • Track personal insurance across health, life, property, vehicles, and watercraft
  • Coordinate personal tax compliance with external advisors, own the process, not the advice

Medical C...

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