Director, Family Office Services

Director, Family Office Services Overview

• The Director, Family Office Services will lead and scale the practice, ensuring exceptional service delivery to ultra-high-net-worth clients.
• Collaborate with the Head of Family Office Services to oversee complex engagements and develop operational infrastructure.
• Provide actionable insights by organizing fragmented financial data and enhancing client visibility.
• Mentor and develop team members, fostering a culture of accountability and excellence.
• Champion technological innovation to improve efficiency, scalability, and client experience.
• Support ultra-high-net-worth clients with trust, estate planning, governance, and financial decision-making.
• Identify opportunities to enhance service offerings and increase value delivered to clients.
• This role offers significant growth opportunities as the practice expands.

Director, Family Office Services Key Responsibilities & Duties

• Lead day-to-day execution of family office engagements, ensuring accuracy and responsiveness.
• Develop and refine workflows, policies, and service standards for the team.
• Supervise and mentor team members, including accountants and associates.
• Analyze complex financial statements and consolidate information across various entities.
• Coordinate with external advisors for tax planning and compliance.
• Assist clients with budgeting, forecasting, and liquidity management.
• Support projects involving trusts, estate planning, and private investments.
• Implement technology solutions to enhance operational effectiveness and reporting.

Director, Family Office Services Job Requirements

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• Minimum of 8 years of experience in family office services or related disciplines.
• Demonstrated ability to analyze and interpret complex financial statements.
• Proficiency in Microsoft Excel and financial technology tools.
• CPA designation is strongly preferred.
• Experience supporting ultra-high-net-worth individuals and families.
• Strong leadership, communication, and project management skills.
• Familiarity with trusts, partnerships, and private investments.