Director, Family Office Services
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.
- Coordinate 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.
Director, Family Office Services 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.
- Proven ability to oversee 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.
FAQs
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