Family Office Director
About The Position
The Family Office Director serves as the central hub for overseeing the financial, legal, tax, and administrative affairs of a high-net-worth family and their multiple business ventures and family trusts. This role involves assisting with the oversight of financial matters for personal, business, and trusts, and performing various tasks including accounting and tax services, financial statement preparation, and quarterly tax estimates. The Director will act as the primary contact, coordinating with legal and tax advisors to formulate tax strategies, review strategic investments, and assist with long-term wealth planning. Key responsibilities also include coordinating with attorneys for estate planning and Trust management, maintaining estate plans, Trusts, and family legacy structures to ensure tax efficiency, regulatory compliance, and coordination of complex estate planning matters, and providing administrative services for the Trusts. The position requires serving as a trusted financial partner, collaborating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration, maximize financial performance, mitigate risk, preserve intergenerational wealth, and execute a comprehensive long-term wealth preservation and growth strategy, while also supporting intergenerational wealth planning and family governance strategy. The ideal candidate is diligent, possesses strong financial acumen, is strategic, discreet, highly organized, and has experience in accounting, financial reporting, income taxes, estate and trust matters, administrative services for various entity types including family Trusts, investment analysis (including recommendations), and wealth planning for high-net-worth individuals. The role requires a personal presence and residence in Bozeman, Montana.
Requirements
- Bachelor’s degree in Accounting, Business, Finance, or related field
- 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, high-net-worth family office, or corporate finance
- Strong business acumen and investment sense
- Strategic thinker
- Exceptional discretion and trustworthiness
- Proven ability to work in a fast-paced, confidential environment supporting high-net-worth individuals or executives or corporate finance
- Excellent communication skills
- Analytical thinking skills
- Financial modeling skills
- Strategic planning skills
- High integrity, professionalism, and discretion
- Collaborative and capable of working with multiple professionals
- Willingness to work diligently
- Strong financial acumen
- Highly organized
- Experience in accounting and financial reporting
- Experience in income taxes
- Experience in estate and trust matters
- Experience providing administrative services and support for various entity types including family Trusts
- Experience in investment analysis, which includes making investment recommendations
- Experience in wealth planning for high-net-worth individuals
- Maintaining a personal presence and residence in Bozeman, Montana
Nice To Haves
- MBA, CPA, CFP, CFA
- Experience in income tax, wealth management, estate and trust administration, legal, family office
- Knowledge of trust structures, estate planning and tax strategy, investment portfolio strategy and analysis
- Knowledge of legal and contractual issues
- Ability to evaluate and conduct due diligence on investment opportunities (real estate, private businesses, venture, etc.)
Responsibilities
- Serve as the central hub for overseeing financial, legal, tax and administrative affairs of a high-net-worth family and their multiple business ventures and family trusts
- Assist with the oversight of the financial matters for personal, business and Trusts
- Provide accounting and tax services
- Prepare/assist with business and personal financial statements
- Prepare quarterly tax estimates
- Serve as primary contact and coordinate with legal and tax advisors to formulate tax strategies
- Review strategic investments
- Assist with long-term wealth planning
- Coordinate with attorneys for estate planning and Trust management
- Maintain estate plans, Trusts, and family legacy structures
- Ensure tax efficiency, compliance with regulations, and coordination of complex estate planning matters
- Provide administrative services for the Trusts
- Collaborate with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration
- Maximize financial performance
- Mitigate risk
- Preserve intergenerational wealth
- Execute a comprehensive long-term wealth preservation and growth strategy
- Provide support for intergenerational wealth planning and family governance strategy
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
101-250 employees
