Senior Director – Family Office Services
Core
Lead the Family Office Services team to design governance structures, legacy planning, and advisory solutions for ultra-high-net-worth families, integrating these with investment management.
Role type
Senior Director, Family Office Services
Builds
Family office design, governance frameworks, legacy planning programs, and integrated advisory services
Domain
Private Wealth / Family Office / Financial Advisory
Deliverable
product features
Required skills
Family office design, governance structure planning, legacy planning, external provider network management, strategic leadership, business development, client relationship management, project management
Preferred skills
JD, MBA, CPA, CFP, advanced degree
Technologies
N/A
Responsibilities
Refine team vision and strategy; design and implement in-house family office services; manage relationships with external service providers; identify new business opportunities; serve as senior advisor to clients and prospects
Seniority
Senior Director, strategic leadership & team management
