Director of Strategic Advisory Services

About the Role:

This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes.

You’ll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships—helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision. This is a senior seat with room for meaningful influence.

What You'll Lead

Tax & Financial Strategy

• Develop and oversee tax-optimized wealth and income strategies.
• Lead advanced cash flow modeling to inform near-term planning and long-term capital allocation.
• Ensure all recommendations are coordinated across investment, legal, and estate perspectives.

Investment & Deal Advisory

• Guide due diligence for private equity, venture capital, and direct investments.
• Evaluate structures, risks, and alignment with the family’s overarching financial architecture.
• Support pre- and post-liquidity event planning for founders and business owners.

Business & Operational Consulting

• Advise business-owning families on performance, structure, and exit readiness.
• Drive strategic planning for operating companies, special projects, and family enterprises.
• Coordinate with other advisors to ensure execution across all verticals.

Leadership & Execution

• Manage a team of strategic consultants and analysts—delivering clear, consistent client value.
• Maintain accountability across workflows, deliverables, and relationship health.
• Promote a culture of rigor, responsiveness, and strategic ownership.

What You Bring

Depth of Experience

• 10+ years in UHNW tax planning, financial consulting, or advisory roles.
• Exposure to deal structuring, due diligence, or business strategy is critical.
• Track record of managing complex deliverables across multiple stakeholders.

Educational Foundation

• Bachelor’s in Finance, Accounting, or a related field required; advanced degree preferred.
• CPA, CFA, JD, or MBA credentials are a strong plus.
• Series 65 license or ability to obtain one within 60 days

Client and Team Leadership

• You know how to lead conversations in the boardroom and the family office.
• You're comfortable managing others and setting a standard of excellence.
• You operate with sound judgment, forward-thinking, and discretion.

Why This Role?

• Intellectually Rigorous Work – Dive into complex financial systems and strategic planning that matter.
• Elite Clients & Challenges – Collaborate with founders, operators, and global families making consequential decisions.
• Leadership Opportunity – Guide a talented team, contribute to firm strategy, and shape client outcomes.
• Aligned Incentives – Be recognized and rewarded for real value delivered—not activity for activity’s sake.

We have excellent benefits that include

• Performance-based bonuses as part of your overall compensation
• Health, dental, vision, pet, life, and disability insurance
• 401(k) retirement plan
• Leadership and skills training opportunities
• Support for a positive work/life balance
• Paid holidays and Paid Time Off (PTO)
• PTO accrual increases with years of service
• Extra perks like holiday savings programs, company events, and the chance to contribute to the future success of a growing company

If you want to work at the intersection of strategy, execution, and generational wealth—and you have the horsepower to match—this is your opportunity to lead from the front.