Senior Family Advisor

Senior Family Advisor – Multi-Family Office Our client is a highly regarded and rapidly growing multi-family office serving Ultra-High-Net-Worth (UHNW) individuals and families. They are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs. This is a highly visible opportunity for a seasoned wealth professional who thrives in a high-touch, relationship-driven environment and enjoys serving as the quarterback across a family's broader financial and advisory needs. The successful candidate will bring strong technical expertise, sound judgment, business development capabilities, and an established network within the UHNW community. Key Responsibilities Serve as a trusted advisor and primary point of contact for UHNW individuals and families, developing deep, long-term relationships and understanding their evolving financial and family objectives. Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning . Develop new client relationships and business opportunities through personal networking, professional relationships, referrals, and collaboration with senior leadership and internal teams. Serve as the relationship quarterback , coordinating resources and delegating responsibilities to Client Advisory and other support professionals. Partner closely with Investment Management, Portfolio Management, Tax, Operations, Trust, and Philanthropic/Foundation teams to deliver a seamless, integrated client experience. Oversee client onboarding, account opening, asset transfers, distributions, documentation, and ongoing account administration. Coordinate with investment professionals regarding portfolio reviews, investment performance discussions, liquidity needs, and trade activity . Work collaboratively with tax and accounting professionals to ensure clients receive accurate information and timely support for tax filings and financial reporting. Review and interpret sophisticated trust, estate, legal, and financial documents , identifying opportunities, risks, and planning considerations for clients. Anticipate client needs and proactively identify opportunities to enhance the family's overall relationship with the firm. Participate in senior-level committees, strategic initiatives, and other firm-wide projects. Contribute to the continued growth, development, and reputation of the firm's UHNW client advisory platform. Qualifications Bachelor's degree required; MBA, JD, or other advanced degree strongly preferred . Professional designation such as CFP, CTFA, CFA, or CPA preferred. 8+ years of experience in trust, estate planning, wealth management, or a related UHNW advisory environment. 5+ years of experience providing comprehensive wealth advice and working directly with UHNW individuals and families. Demonstrated success developing and maintaining high-value client relationships and generating new business . Strong understanding of trusts, estate planning strategies, fiduciary structures, investments, taxation, and complex financial matters. Ability to interpret and work effectively with sophisticated legal, trust, estate, and financial documents . Established network of attorneys, CPAs, wealth professionals, and other centers of influence serving the UHNW market. Exceptional communication, relationship management, organizational, and interpersonal skills. Demonstrated ability to operate with discretion, sound judgment, professionalism, and a high degree of integrity . Comfortable working collaboratively across multiple disciplines in a highly customized client-service environment. What the Firm Offers Opportunity to work directly with UHNW individuals and families in a sophisticated multi-family office environment. High visibility with senior leadership and the opportunity to play a meaningful role in the firm's continued growth. Collaborative, entrepreneurial culture with a strong emphasis on client relationships and long-term family outcomes . Competitive base salary, performance-based bonus, and comprehensive benefits. Significant opportunity for professional growth, expanded responsibility, and long-term career advancement . #J-18808-Ljbffr International Search Consultants