Director of Operations - Family Office

Director of Family Office Operations

A growing multi-family office is seeking an experienced Director of Family Office Operations to support ultra-high-net-worth individuals, founders, and entrepreneurial families. This is a client-facing leadership role responsible for coordinating complex financial, operational, and planning matters across multiple disciplines.

Responsibilities

• Lead the day-to-day execution of family office services


• Coordinate estate, tax, investment, cash flow, and liquidity planning


• Manage trusts, LLCs, partnerships, and complex entity structures


• Serve as the primary point of contact with CPAs, estate attorneys, investment advisors, bankers, and trustees


• Prepare client presentations and planning materials


• Oversee planning workflows and ensure timely execution


• Proactively identify opportunities and resolve issues for clients

Qualifications

• 8+ years of experience in a family office, multi-family office, trust company, or UHNW wealth management environment


• Experience working with founder-led or entrepreneurial families


• Strong knowledge of estate planning, tax coordination, investments, trusts, and entity management


• Highly organized with excellent communication and project management skills


• CFP, CPA, CFA, or JD is a plus, but not required