Family Office Leader
4 weeks ago
The Quest Organization is seeking a seasoned professional to lead its Family Office Services business.
This role will oversee the management and growth of the business, providing services to six high net worth families.
- Bill Payment
- Quarterly Financial Statements
- Budget vs. Actual Reporting
- Maintenance of Intrafamily loans
- Capital Call Fulfillment
- Completion of Subscription Documents
- Payroll & light HR for household staff
- Other services related to bookkeeping, accounting, and estate planning
- Note that we do not file taxes, offer tax preparation services, or provide tax advice – but strength of knowledge to interact directly with client's outside providers on tax matters
- Problem solving and hunting down answers for complex issues and situations
As Family Office Leader, you will manage a team of three professionals who currently handle a number of substantial ($100mm+) and complex(estate planning vehicles) families.
- Working inside a business management firm or in a similar role at an accounting firm for an extended period specifically with wealthy families whose balance sheets include financial assets – liquid and illiquid across all asset classes
- CPA
- Working directly with UHNW clients
- Managing a team and with a proven track record of mentoring
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