Director, Family Office Services

Selby Jennings Baltimore, United States

Posted 4 days ago Hybrid Job Permanent Negotiable

I'm currently partnered on a search for a Director, Family Office Services with a growing multi-family office in Baltimore, Maryland. We're looking for individuals with experience in family office services, private client advisory, trust services, wealth management, or public accounting who enjoy serving as a trusted advisor to sophisticated clients. If you or someone in your network may be a fit, feel free to reach out.

Director, Family Office Services Responsibilities

Serve as the lead relationship manager for ultra-high-net-worth families.
Develop and oversee customized family office service plans.
Provide strategic guidance related to wealth preservation, tax planning, estate planning, cash flow management, and family governance.
Coordinate and manage relationships with attorneys, CPAs, investment advisors, trustees, and other external professionals.
Review complex personal financial statements, net worth reports, and family office reporting packages.
Oversee household finances, family entities, trusts, and special purpose investment structures.
Lead complex client projects, including business transitions, liquidity events, estate settlements, philanthropy initiatives, and real estate transactions.
Identify planning opportunities and proactively address client needs.
Mentor and develop managers and junior staff members.
Participate in business development and referral source relationship management.
Assist in establishing best practices, operating procedures, and service standards across the family office platform.

Director, Family Office Services Qualifications

Bachelor's degree in Accounting, Finance, Business, or related field.
10+ years of experience in family office services, private client advisory, wealth management, trust services, tax, or public accounting.
Demonstrated experience serving high-net-worth and ultra-high-net-worth families.
Deep understanding of estate planning, tax planning, trust structures, and wealth transfer strategies.
Strong leadership experience managing teams and client relationships.
Proven ability to oversee complex financial situations involving multiple entities and stakeholders.
Excellent communication and presentation skills.
Advanced financial analysis and reporting capabilities.
CPA, CFP, CFA, JD, or equivalent professional credential strongly preferred.
Experience developing and maintaining referral networks and professional advisor relationships preferred.

Job ID PR/611795

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ABOUT COMPANY

Selby Jennings

New York, United States

1000 Employees HR & Recruitment

We support the Financial Sciences & Services industry with talent that can truly shape the future of a business. Whether that be Quantitative Analyti...

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