Managing Director - Family Office Advisory

About the Role:
This is a rare opportunity to sit at the strategic center advising Family Office across investments, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams.
This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding.
MUST HAVE FAMILY OFFICE EXPERIENCE
What You’ll Lead
Investment Strategy & Oversight
Build and execute tailored

investment strategies across public, private, real estate, and alternative

markets.
Lead diligence efforts for new

opportunities with institutional-quality rigor.
Coordinate cross-functional

execution with internal teams, external managers, and legal counsel.
Wealth & Estate Planning
Partner with attorneys and tax

advisors to design integrated estate and philanthropic structures.
Guide clients through liquidity

events, transitions, and succession planning.
Ensure long-term alignment

between strategy and structure.
Client Relationship Management
Serve as the primary advisor to a

small group of SFO families.
Drive regular family meetings,

performance reviews, and strategic planning sessions.
Anticipate needs, address

challenges, and be a trusted thought partner in real time.
Governance & Next-Gen Development
Establish family governance

frameworks to support unity, decision-making, and continuity.
Lead next-gen education

initiatives—financial literacy, investment principles, family values that

solve for legacy, not just returns.
Facilitate family retreats,

quarterly summits and strategic offsites that drive clarity, confidence,

and continuity.
What We’re Looking For
Experience & Expertise
10+ years in SFO/UHNW wealth

management, family office advisory, and/or institutional investment roles.
Proven ability to manage complex

portfolios and navigate private markets.
Experience in estate planning,

tax strategy, and philanthropic structuring.
Credentials That Add Weight
CFP, CFA, CPA, JD/LLM, or MBA

preferred.
Series 65 or 66 & 7 required.
Global perspective and comfort

with cross-border structures a plus.
Leadership & Communication
Exceptional communication and

relational skills—you build trust quickly and naturally.
High emotional intelligence—you

read the room, navigate family dynamics, and lead with poise.
Strong project manager—you know

how to execute flawlessly without losing sight of the big picture.
Why This Role?
High Impact, Low Bureaucracy

– You’ll work directly with

decision-makers and help shape multi-generational legacies.
Elite Client Base

– Visionary founders, seasoned

investors, and global family enterprises.
Room to Run

– Our platform is designed for

entrepreneurial advisors who want autonomy, influence, and growth.
Aligned Compensation

– Competitive base + performance

incentives that reward value creation.
We have excellent benefits that include
35% Performance-based bonuses as part of your overall compensation
Health, dental, vision, pet, life, and disability insurance
401(k) retirement plan
Leadership and skills training opportunities
Support for a positive work/life balance
Paid holidays and Paid Time Off (PTO)
PTO accrual increases with years of service
Extra perks like holiday savings programs, company events, and the chance to contribute to the future success of a growing company
If you’re looking for a high-trust, high-performance role where you can bring real strategy to the table—and be trusted to lead it—this could be your next chapter.