Family Office Director
Arrow Search Partners
About The Company
Our client is a boutique SEC-registered investment advisor managing over $1 billion in assets for several hundred ultra-high-net-worth individuals and families. Beyond investment management, the firm serves as a true family office for its clients. It handles bookkeeping, bill pay, tax planning, estate and trust planning, and the management of significant assets such as art, real estate and private investments.
Responsibilities
- Drive new business development by building relationships with prospective clients, centers of influence and referral sources, and help grow the practice
- Lead day-to-day execution of client engagements while maintaining the highest standards of accuracy, responsiveness and client service
- Supervise and develop a team of accountants and help recruit and onboard future hires
- Review and analyze financial statements, general ledgers & entity reporting, and consolidate financial information across trusts, partnerships, LLCs, operating businesses, real estate holdings and investment accounts
- Apply strong tax awareness across individual, trust, partnership and entity structures, and coordinate the timely delivery of information to clients’ tax advisors
- Assist clients with budgeting, forecasting, cash flow planning, liquidity management and financial decision-making, and translate complex financial information into clear, actionable insights
- Coordinate with attorneys, CPAs, trustees, insurance professionals, investment managers and other outside advisors on trusts, estate and succession planning, family governance, philanthropy and special situations
- Establish and refine best practices, workflows, policies and service standards across the team
Requirements
- Bachelor’s degree in accounting or finance required
- 8-12 years of experience in family office services, high-net-worth tax, private client services, and/or outsourced CFO services
- Experience supporting ultra-high-net-worth individuals and families strongly preferred
- Familiarity with trusts, partnerships, private investments, operating businesses and real estate entities
- Proven ability to manage and develop a team, and to juggle multiple entities, relationships and priorities at once
- Exceptional client presence and strong interest in bringing in new business
- Ability to bring structure and clarity to complex situations
- Advanced Excel and financial technology skills
Vacancy posted 3 days ago
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