A growing multi-family office and wealth management firm is looking for a leader to manage and grow their already successful Family Office Services business.
This role will provide the following responsibilities to six high net worth families.
- Bill Payment
- Quarterly Financial Statements
- Budget vs. Actual Reporting
- Maintenance of Intrafamily loans
- Capital Call Fulfillment
- Completion of Subscription Documents
- Payroll & light HR for household staff
- Other services related to bookkeeping, accounting, and estate planning
- Note that we do not file taxes, offer tax preparation services, or provide tax advice – but strength of knowledge to interact directly with client's outside providers on tax matters
- Problem solving and hunting down answers for complex issues and situations
As Head of Family Office Services you will manage a team of three professionals who currently handle a number of substantial ($100mm+) and complex(estate planning vehicles) families.
- Working inside a business management firm or in a similar role at an accounting firm for an extended period specifically with wealthy families whose balance sheets include financial assets – liquid and illiquid across all asset classes
- CPA
- Working directly with UHNW clients
- Managing a team and with a proven track record of mentoring