Director of Global & Strategic Planning Dalio Family Office Dalio Family Office Overview: 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.

Position Summary: 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.

S. 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.

Responsibilities

would include a combination of the following: Global Enterprise Integration Advisory Support the Pillar Head in advising how global investments, entities, philanthropy, trusts, and operating activities should be structured, coordinated, sequenced, and governed across jurisdictions. S. , a multilateral, multidimensional lens).

Synthesize inputs from internal stakeholders and external advisors into coherent, decision-ready recommendations for leadership forums. , residency, citizenship, mobility) by preparing analyses, framing choices, and sequencing decisions. , 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. S.

S. legal/tax considerations, remaining focused on planning outcomes rather than routine execution. Strategic Risk & “Case of First Impression” Judgment Support 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).