Director Financial Planning & Analysis, Family Office

About the role

The Director, Financial Planning & Analysis, leads the financial planning, reporting, tax coordination, and investment administration functions for the family office. This individual serves as the principal financial point of contact for the family, overseeing recurring reporting cycles, tax strategy execution, investment diligence and administration, and supporting estate and wealth transfer planning in close partnership with outside tax, legal, and investment advisors. The ideal candidate is a self-starter with expertise across financial planning, tax, and investment administration, capable of managing complex and highly confidential information