Head of Family Office Services

1 month ago


Santa Monica CA, United States Career Group Full time

A Confidential Business and wealth Management Firm is seeking an experienced Head of Family Services to join their team. The ideal candidate will have a CPA background or ample experience within financial services, experience working inside a business management or accounting firm, familiarity working with UHNW/high-profile clients and experience managing a team. Managing a team of 3-5 professionals
Issuance of Quarterly Financial Statements
Management of Intrafamily Loans
Fulfillment of Capital Calls
Processing Subscription Documents
Administration of Household Staff Payroll and Basic HR
Additional services in the realms of bookkeeping, accounting, and estate planning
Please note that we do not engage in tax filing, offer tax preparation services, or provide tax advice.

Bachelors Degree
Experience within a business management firm or a comparable position within an accounting firm, preferably over an extended duration; Direct engagement with clients, including those classified as Ultra High Net Worth (UHNW) and high-profile individuals
Leadership in team management with a proven history of effective mentorship


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