Barnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy.
The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.
#J-18808-LjbffrFamily Office Director - Wealth & Trust Strategy in bozeman at Unknown Company
This position is listed as full time and onsite.