Principal, Family Offices

Taidou is a private management consulting firm built around real, measurable results. Taidou Atlas is our startup and private-markets practice: through Taidou Exchange we give founders and small businesses one integrated advisory network to build company infrastructure, connect with vetted service providers, complete readiness work, and reach private-market opportunities and curated investor discovery — with no revenue or size minimums.

Atlas works with four groups at once: founders, investors (venture capital, private equity and family offices), the accelerators and ecosystem partners who support them, and the service providers they rely on. Companies move through the Exchange in stages — intake, build, route and raise — and we hold the line on when a company is genuinely ready to meet an investor.

The Role

As Principal, Family Offices, you lead one of Taidou Atlas's core segments: single- and multi-family offices. You own the relationships, the go-to-market and the quality of the work for this group, and you are the senior voice Atlas brings to the table with them. This is a hands-on leadership role — you build the network, advise directly, and grow the team and revenue behind it.

What You'll Do

• Build trusted relationships with single- and multi-family offices and their investment teams.
• Understand each office's direct-investment appetite and match it to companies and opportunities on the Exchange.
• Design a discreet, high-trust service model: curated deal flow, diligence readiness and co-investment conversations.
• Own the segment's pipeline, revenue and targets, and lead the Account Executives, SDRs and client-relationship staff who support it.
• Represent Taidou Atlas at events, on panels and across the ecosystem, and co-host programmes with partners.
• Work with the consulting practice when a company or fund needs deeper advisory work.
• Keep relationships, pipeline and activity current in the Taidou CRM, and report on segment performance.

Qualifications

Required

• 10+ years of experience in family office, private wealth, private banking or direct investing, including senior client- or investor-facing responsibility.
• A strong existing network among single- and multi-family offices.
• A track record of building a business line, portfolio or programme and growing revenue.
• Excellent judgement and communication with founders, investors and executives.
• Comfortable in a small, fast-moving firm with high autonomy.

Preferred (nice to have, not required)

• Experience building or running a marketplace, platform or network business.
• Experience leading a small sales or client team.
• Based in or regularly in Texas.

How We Work

• Senior-led delivery — no bench, no handoff between the team that wins the work and the team that runs it.
• Named scope and named exclusions, agreed before work starts.
• Handover after adoption, to named owners, with a follow-up review we schedule ourselves.
• Independence from vendors: no referral fees, reseller margins or commissions.

Engagement & Compensation

This role is contract-to-hire. You join Taidou as an independent contractor for an initial onboarding period (typically 90 days), during which we agree your goals together. Once the conversion criteria set out in your offer are met, you convert to a full-time position with benefits.

Compensation is competitive and set according to experience and scope, and includes commission on the business you originate or grow. Full details are confirmed in your offer letter.

Compensation. Competitive

Equal opportunity. Taidou LLC is proud to be an equal opportunity employer. We consider all qualified applicants without regard to race, colour, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state or local law. We will provide reasonable accommodations to qualified individuals with disabilities throughout the application and interview process — email View email address on click.appcast.io to request one.