Practice Leader, Family Business Group
Core
Lead the Family Business Group to provide fiduciary oversight, strategic planning, and succession advice for closely held businesses held in trusts or estates.
Role type
Senior Practice Lead / Division Head
Builds
Strategic plans, succession roadmaps, and fiduciary oversight for private business portfolios
Domain
Wealth Management / Family Business Governance
Required skills
Business succession strategy, corporate governance, team leadership, business valuation, contract negotiation, high-net-worth client advisory
Preferred skills
Trustee/executor experience, vendor management, public speaking
Technologies
N/A
Responsibilities
Define long-term growth strategy and annual business plan, support new business development, advise families on governance and succession, market the group internally and externally, manage team staffing and training, oversee operational processes and risk management, ensure client service standards
Seniority
Senior, hands-on IC with management responsibilities