Senior Family Office Operations Lead

IEQ Capital seeks an experienced family office professional to join a dedicated client team in Foster City, CA. The Family Office Lead will coordinate across tax, estate planning, legal, insurance, banking, and operations for a select group of complex client relationships.

This role blends project leadership with hands-on execution, including coordinating wire transfers, NDAs, documents, and signature packages while maintaining trackers and status updates in a fast-paced, confidential