President of Family Office

Family Office•Chattanooga, TN

1d•Onsite

About The Position

A sophisticated, expanding single-family office based in Chattanooga, Tennessee, is seeking a senior leader to serve as a trusted partner to the Principals and oversee the continued development of the family office. The Principals founded and built a successful industrial services business and are now expanding and diversifying holdings across operating businesses, alternative investments, real estate, and philanthropic initiatives. The office manages a diverse set of investments, entities, properties, and other interests, with a long-term focus on preserving and stewarding the Principals’ capital and legacy across generations. Trust, sound judgment, discretion, thoughtful decision-making, and strong relationships are central to its culture. The Family Office President will serve as a trusted right hand and strategic thought partner to the Principals, translating their vision and priorities into effective execution. The role will lead the day-to-day management and coordination of the office, working with the existing team, including a CIO and accountant, and serving as a central point of contact and decision-maker. The President will determine which matters can be handled by the team and which should be escalated to the Principals, ensuring alignment on key decisions. A central part of the role is leading the family office into its next stage of maturity. The President will build and strengthen systems, processes, reporting, technology, organizational infrastructure, cybersecurity, risk management, budgeting, and internal controls while preserving the flexibility and responsiveness of a private family office. The role also supports thoughtful capital deployment across investments, philanthropic initiatives, and other areas connected to the Principals’ broader legacy. The position is full-time and on-site in Chattanooga, Tennessee.

Requirements

Bachelor’s degree required.
At least 15 years of progressive leadership experience within a single-family office, multi-family office, private investment office, wealth management organization, professional services firm, or similarly complex, high-trust environment.
Demonstrated experience serving as a trusted advisor to principals, founders, families, or other sophisticated decision-makers, with exceptional judgment, discretion, and ability to handle confidential and sensitive matters.
Exceptional communication and interpersonal skills, high emotional intelligence, and ability to engage credibly with varied audiences, explain complex matters clearly, and adapt communication style appropriately.
Strong financial and investment acumen, with the ability to participate in sophisticated investment discussions and partner strategically with the investment function without being the primary investment professional.
Demonstrated experience building, improving, or institutionalizing operating infrastructure, reporting, technology, controls, and processes.
Strong understanding of financial reporting, budgeting, cash flow, risk management, and complex multi-entity environments.
Working knowledge of estate planning, trusts, tax considerations, and family governance concepts relevant to ultra-high-net-worth families.
Proven ability to lead, mentor, and develop teams and coordinate people with different responsibilities, working styles, and relationships to the Principals.
Forthright, confident, and resilient, with the ability to express a point of view, challenge assumptions, provide candid counsel, receive direct feedback, and navigate differing perspectives constructively.
Strategic and hands-on, with a strong ownership mentality and the ability to work across both broad priorities and execution details.
Experience managing complex external advisor and service-provider relationships.
Long-term orientation and genuine interest in stewardship, continuity, and building an enduring relationship with the Principals.

Nice To Haves

An advanced degree and/or relevant professional designation.
Experience working with private foundations and/or family philanthropy.

Responsibilities

Serve as a trusted strategic partner and right hand to the Principals, translating their vision, priorities, and decisions into coordinated execution.
Work with the Principals to understand and institutionalize critical knowledge about their assets, entities, relationships, history, and decision-making philosophy.
Act as a primary conduit between the Principals and the family office team, resolving issues at the appropriate level and escalating matters when Principal involvement is warranted.
Protect the Principals’ time by structuring decisions, anticipating needs, identifying issues early, and ensuring follow-through.
Provide thoughtful, candid counsel, including raising concerns, challenging assumptions, and offering alternative perspectives when appropriate.
Represent the Principals with discretion, professionalism, and sound judgment.
Lead the family office’s day-to-day operations and provide management, mentorship, and accountability to team members.
Establish clear roles, responsibilities, decision rights, and communication protocols across the family office.
Create operating rhythms that improve coordination, visibility, accountability, and execution.
Build connectivity across the family office while partnering with team members who maintain direct relationships with the Principals.
Develop team capabilities and foster a collaborative, high-performing culture grounded in trust, accountability, and service.
Evaluate organizational needs and recommend additional internal or external resources as the office evolves.
Lead the institutionalization of the family office and build operational infrastructure for its long-term needs.
Assess processes, systems, controls, and workflows and establish scalable, documented approaches where appropriate.
Oversee development of financial, operational, and management reporting, improving its quality, timeliness, and accessibility.
Partner with the team to enhance investment reporting and reduce manual or inefficient workflows.
Lead evaluation and implementation of technology solutions and external providers, including IT infrastructure and cybersecurity capabilities.
Establish appropriate policies, controls, documentation, and risk-management practices while preserving flexibility and responsiveness.
Coordinate with external accountants, attorneys, insurance professionals, technology providers, and other specialists.
Serve on the investment committee and contribute to investment discussions, portfolio strategy, and capital allocation considerations.
Partner with the CIO and external investment advisors responsible for investment sourcing, diligence, execution, and ongoing portfolio management.
Develop a strong understanding of the investment portfolio and provide strategic perspective, coordination, and backup support to the investment function as appropriate.
Connect investment activities with the Principals’ liquidity, tax, estate planning, risk management, and investment objectives.
Support clear and useful investment and financial reporting for the Principals.
Provide financial and business oversight to team members responsible for the Principals’ assets.
Partner with responsible team members to develop annual operating and capital budgets and monitor performance against them.
Review and help evaluate significant expenditures, major asset purchases, and other material financial decisions.
Maintain visibility into major asset costs and ensure expenses are accurately captured, reviewed, and reported.
Oversee broader risk-management practices, including insurance coverage, asset protection, and coordination with external advisors.
Develop and maintain a working understanding of the Principals’ estate plan, entity structures, governance framework, and long-term objectives in partnership with legal, tax, and other advisors.
Act as a steward of the Principals’ capital, values, reputation, and long-term vision.
Support oversight of the Principals’ philanthropic activities and foundation while day-to-day foundation management remains separately staffed.
Help establish durable governance, communication, and knowledge-transfer practices that support continuity.