Practice Leader, Family Business Group
Core
Lead the Family Business Group to manage ~900 interests in closely held businesses held in trusts or estates, providing fiduciary oversight, business valuation, succession planning, and strategic advisory to high-net-worth families.
Role type
Senior Practice Lead / Division Head
Builds
Strategic advisory services and fiduciary management for private business portfolios
Domain
Wealth Management / Family Office / Private Equity
Required skills
Business succession planning, corporate governance, business valuation, team leadership, high-net-worth client advisory, strategic planning, risk management, contract negotiation
Preferred skills
Experience as trustee or executor, experience in accounting, law, or investment banking
Technologies
N/A
Responsibilities
Define long-term growth strategy and annual business plan, support new business development and prospect meetings, advise families on governance and succession, market the group internally and externally, manage team staffing and training, oversee operational processes and vendor relationships, ensure risk management and compliance, maintain client service standards
Seniority
Senior, hands-on IC with management responsibilities
