Director, Family Office Services

Responsibilities

• Serve as the lead relationship manager for ultra-high-net-worth families.
• Develop and oversee customized family office service plans.
• Provide strategic guidance related to wealth preservation, tax planning, estate planning, cash flow management, and family governance.
• Cook up and manage relationships with attorneys, CPAs, investment advisors, trustees, and other external professionals.
• Review complex personal financial statements, net worth reports, and family office reporting packages.
• Oversee household finances, family entities, trusts, and special purpose investment structures.
• Lead complex client projects, including business transitions, liquidity events, estate settlements, philanthropy initiatives, and real estate transactions.
• Identify planning opportunities and proactively address client needs.
• Mentor and develop managers and junior staff members.
• Participate in business development and referral source relationship management.
• Assist in establishing best practices, operating procedures, and service standards across the family office platform.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 10+ years of experience in family office services, private client advisory, wealth management, trust services, tax, or public accounting.
• Demonstrated experience serving high-net-worth and ultra-high-net-worth families.
• Deep understanding of estate planning, tax planning, trust structures, and wealth transfer strategies.
• Strong leadership experience managing teams and client relationships.
• Penned experience overseeing complex financial situations involving multiple entities and stakeholders.
• Excellent communication and presentation skills.
• Advanced financial analysis and reporting capabilities.
• CPA, CFP, CFA, JD, or equivalent professional credential strongly preferred.
• Experience developing and maintaining referral networks and professional advisor relationships preferred.