Director of Global & Strategic Planning

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.

Reporting to the Head of Global & Strategic Planning, the Director of Global & Strategic Planning (GSP) extends the Pillar’s capacity and continuity across a growing global footprint by supporting enterprise integration, cross-border planning coordination, strategic risk identification, and initiative oversight. This role helps ensure the Dalio Family Office operates with a coherent, risk-aware, and integrated global approach. The purpose of the role is to help the Head of GSP deliver on the Pillar’s mandate by maintaining enterprise-wide structural coherence, surfacing second- and third-order consequences of global activities, reducing fragmentation and downstream re-work through intentional sequencing and governance, and overseeing coordination of key cross-Pillar initiatives and new constructs. Success in the role means GSP’s advice is clear, decision-useful, and globally coherent across U.S. and non-U.S. dimensions; cross-Pillar initiatives progress with tight alignment, fewer surprises, and minimal re-work; and the Head of GSP gains leverage to focus more on senior advisory judgment and external relationship interfaces while the Deputy ensures continuity and follow-through.

• Support the Pillar Head in advising how global investments, entities, philanthropy, trusts, and operating activities should be structured, coordinated, sequenced, and governed across jurisdictions.
• Provide an integrated view that treats “global” as inclusive of the U.S. (i.e., a multilateral, multidimensional lens).
• Synthesize inputs from internal stakeholders and external advisors into coherent, decision-ready recommendations for leadership forums.
• Support workstreams involving cross-border family matters (e.g., residency, citizenship, mobility) by preparing analyses, framing choices, and sequencing decisions.

• Serve as the day-to-day GSP lead for complex cross Pillar initiatives (e.g., trust migration, investment taxation initiatives, global structural projects), ensuring they are coordinated and aligned with enterprise goals.
• Build and maintain initiative charters: objectives, scope, stakeholders, sequencing, dependencies, risks, decision points, and escalation paths.
• Ensure initiatives produce the intended enterprise outcome without turning GSP into an operational execution team.

• Coordinate across internal and external advisors to ensure family decisions are integrated with U.S. and non-U.S. legal/tax considerations, remaining focused on planning outcomes rather than routine execution.

• Apply a global risk lens across enterprise activities with varied structures and counterparties—legal, tax, regulatory, reputational, and counterparty risk.
• Identify second- and third-order implications, tradeoffs, and downstream impacts—especially in “case of first impression” activities.
• Maintain a pragmatic risk register for strategic initiatives and escalation items (owned by Deputy; reviewed with Head).

• Represent the Pillar in key working sessions with external advisors (legal, tax, fiduciary, financial) and internal leaders, ensuring alignment with enterprise strategy and governance.
• Provide continuity and institutional context across multi-year projects and advisor rotations.
• Oversee coordination and integration of new initiatives/constructs that require cross Pillar alignment and governance.
• Additional duties as assigned

• Exceptional integrator: synthesizes fragmented inputs into a coherent plan and sequencing.
• High-discretion, high-judgment operator suitable for sensitive family matters and multi-stakeholder environments.
• Strong writing and briefing ability; comfortable presenting options and tradeoffs to senior decision-makers.

• Bachelor’s degree from accredited university, post graduate study such as a JD or MBA preferred
• Minimum of twelve (12) years in a blend of: single family office / UHNW advisory, complex cross border structuring, institutional investing platform strategy, top-tier consulting (FS/private capital), or global enterprise planning roles.
• Demonstrated ability to operate across tax/legal/regulatory/reputational dimensions without being the functional executor.
• Ability to travel internationally up to 50% of the time