Family Office President

Job Description

PRESIDENT, CARROLL FAMILY OFFICE

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ABOUT ROY CARROLL

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Roy E. Carroll, II, Founder, President, and CEO of The Carroll Companies, has built a diversified real estate portfolio spanning multi-family, residential, self-storage, commercial, industrial, and hospitality assets. Forbes estimates Mr. Carroll’s net worth at $2.9 billion, supported by approximately $6 billion in real estate assets owned with low or no debt, making him one of the region’s largest real estate owners. In 2026, Forbes recognized him as No. 51 on its list of the 250 Greatest Living Self-Made Americans.

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Mr. Carroll is also active in philanthropic efforts focused on diabetes research, food scarcity, faith-based relief, and passionate about civic support in his hometown, Greensboro, NC. He was named Downtown Greensboro Person of the Year in 2006, Junior Achievement of Central North Carolina Hall of Fame Laureate in 2010, one of the Triad’s Most Influential People by the Triad Business Journal every year since 2006, and a member of the NC Business Power List in 2023.

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Outside of real estate, Mr. Carroll is an avid motor sports enthusiast and owner of the No. 51 Ferrari 499P Hypercar competing in the FIA World Endurance Championship. He is devoted to his wife and family.

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ABOUT THE CARROLL COMPANIES

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Founded in 1983 and headquartered in Greensboro, North Carolina, The Carroll Companies is a diversified real estate conglomerate specializing in development, construction, ownership, and management, with a total estimated asset valuation of more than $6 billion. The company is committed to surpassing industry expectations through innovative, cost-effective developments and services.

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POSITION OVERVIEW

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The President of the Family Office reports to Roy Carroll and serves as a member of his senior leadership team. This executive is responsible for the legal and financial management of the family’s personal assets, investments, real estate, philanthropy, and other personal matters. The role is the primary liaison between the family and external legal, tax, investment, banking, insurance, and other advisors, integrating complex legal and financial matters with the daily operations of a high net worth, dynamic family.

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RESPONSIBILITIES

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• Oversee the family office, its staff, and daily operations; serve as the primary liaison with the family and principal.
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• Direct, coordinate, and administer family office operations and related business entities under the principal’s direction.
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• Monitor investment assets and coordinate strategy among family members and external investment advisors.
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• Advise on routine legal matters and oversee outside counsel, accountants, advisors, brokers, and other professionals.
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• Prepare annual personal financial statements and review financial information for family members’ tax returns.
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• Manage banking relationships, loan documents, contracts, leases, and related negotiations.
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• Develop organizational plans and structures for family businesses and coordinate estate planning, trust administration, and tax optimization strategies.
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• Handle the legal and financial management of private assets, including luxury residences, collectible cars, maritime vessels, and personal collections, including related contracts.
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• Identify, prioritize, and implement technology, cybersecurity, insurance, and security protocols to protect physical and digital assets.
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• Oversee foundation and charitable financial activities under the direction of the family.
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ESSENTIAL SKILLS

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• Highly detail-oriented, organized, and deadline-driven.
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• Able to work independently and collaboratively in a team environment.
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• Superior analytical, problem-solving, and communication skills.
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• Strong legal knowledge and sound business judgment.
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• Proven ability to manage staff, consultants, and external professionals.
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QUALIFICATIONS

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• Bachelor’s Degree and Juris Doctor Degree from a national or regionally accredited university.
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• At least seven years of relevant business and legal experience.
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• Intermediate to advanced MS Excel skills.
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• Absolute commitment to confidentiality and the highest ethical standards.
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• Knowledge of, or ability to learn, trust structures, investment vehicles, and financial reporting.
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The Carroll Companies is committed to fostering a diverse and inclusive workplace where all individuals are valued and respected. We believe that diversity is a source of strength and innovation, and we are dedicated to providing equal employment opportunities to all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We encourage applicants from all backgrounds to apply and join us in our mission to create a workplace that reflects the diversity of the world we serve. Together, we strive to build a culture that celebrates uniqueness, embraces differences, and ensures that every employee feels empowered to bring their authentic selves to work. Your talent is what matters most, and we are excited to welcome individuals from all walks of life to contribute their skills and perspectives to our dynamic team.