Managing Director, Family Office Planning

Managing Director, Family Office Planning

About the Company

Family office providing estate planning, wealth transfer, and trust administration services.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking a Managing Director for Family Office Planning, a senior-level position that involves a range of responsibilities in estate and wealth planning for ultra-high-net-worth and multi-generational families. The successful candidate will be a key member of the Family Office Services Team, tasked with producing and reviewing complex estate and wealth planning deliverables, identifying proactive planning opportunities, and serving as the firm's senior estate planning technical resource. This role requires the ability to interpret sophisticated estate planning documents and financial information, as well as to guide and support internal and external teams on technical and strategic matters. Applicants must have a college degree, with a postgraduate JD, LLM, or MST strongly preferred, and hold a professional designation of CPA, CFP, and/or CPWA. A minimum of 10 years' of relevant experience in estate and tax planning, fiduciary and trust planning, and administration is required, along with a proven track record in strategic wealth planning for high-net-worth individuals. The role demands strong analytical skills, advanced Excel proficiency, and the ability to explain complex strategies in a client-friendly manner. The ideal candidate will be a thought leader in the field, with a history of publishing expert-level articles and a professional demeanor that respects the confidentiality of client matters. The position is 100% on-site and offers a collaborative work environment with limited travel.

Functions

• Finance
• Legal