Family Office Director
7 days ago
At International Search Consultants, we are seeking a highly experienced and strategic Family Office Director to join our client's team in Philadelphia. The ideal candidate will have a proven track record of providing exceptional support to Ultra-High Net Worth individuals and families.
Job OverviewThe Family Office Services team provides a unique and high-touch service offering to select Ultra-High Net Worth individuals and families. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients.
Responsibilities- Provide strategic oversight for extended services for select portfolio of clients.
- Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting.
- Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents.
- Manage and administer philanthropic giving for client.
- Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures.
- Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients.
- Monitor and audit internal processes to ensure efficiency and compliance with required regulations.
- Serve as main point of contact for auditing agencies.
- Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings.
- Manage and lead ad hoc projects as needed by clients.
This is an outstanding opportunity to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments.
Requirements- Bachelors Degree in Accounting or Finance.
- 10 years experience providing UHNW client support with a financial institution, law firm, or family office.
- CTFA or CPA preferred. JD welcomed, but not required.
- Experience with Partnerships and LLCs. Exposure to Trusts/Estates and Tax prep required.
- Experience in multiple property management and employee oversight a plus.
- Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role.
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