Head of Family Office

SunEnergy1LLC • Stamford, CT

5h

About The Position

We are seeking an experienced Business Manager with a strong background managing the day-to-day operations of a private family office. This individual will oversee financial administration, vendor and property management, personal and business operations, and strategic coordination for a high-net-worth family and related entities. The ideal candidate is highly organized, discreet, proactive, and capable of managing multiple priorities across personal, financial, and operational matters with professionalism and confidentiality.

Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, or related field preferred.
• 5+ years of experience in a family office, private office, executive management, or business management role.
• Experience supporting high-net-worth individuals or family-owned businesses strongly preferred.
• Strong financial acumen and understanding of budgeting, reporting, and vendor management.
• Exceptional organizational and project management skills.
• High level of discretion, judgment, and confidentiality.
• Proficiency in Microsoft Office Suite, QuickBooks, and financial management systems.
• Excellent written and verbal communication skills.

Nice To Haves

• Multi-entity accounting or family office structure management.
• Real estate and property oversight.
• Exposure to trusts, estate planning coordination, and investment administration.
• Experience managing household staff and private service providers.

Responsibilities

• Coordinate and oversee daily operations of the family office.
• Manage budgeting, cash flow tracking, bill pay, and expense reporting.
• Liaise with accountants, attorneys, wealth advisors, insurance brokers, and tax professionals.
• Assist with financial reporting, document organization, and preparation for tax filings.
• Monitor bank accounts, credit facilities, and investment-related administrative activities.
• Review contracts, invoices, and vendor agreements for accuracy and approval.
• Manage administrative operations for family-owned businesses and entities.
• Coordinate special projects, business initiatives, and operational improvements.
• Oversee office systems, recordkeeping, compliance files, and workflow processes.
• Assist with HR-related coordination, including onboarding service providers and household staff.
• Maintain strict confidentiality regarding all family and business matters.
• Coordinate maintenance and operations for multiple residences and properties.
• Manage relationships with contractors, property managers, household staff, and service providers.
• Oversee scheduling of repairs, renovations, and preventative maintenance.
• Negotiate vendor contracts and ensure quality and cost control.
• Coordinate travel arrangements, itineraries, and logistics.
• Manage calendars, appointments, and family scheduling needs.
• Support event planning, philanthropic activities, and personal projects.
• Handle sensitive requests and rapidly changing priorities with professionalism.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior