Description

A well-established hospitality and real estate investment group is seeking a seasoned financial executive to lead its Family Office, serving a dynamic three-generation family. This is a rare opportunity to combine strategic leadership, investment oversight, and personalized wealth management in a high-trust, relationship-driven environment.

Key Responsibilities

• Develop and implement tailored financial plans for family members (tax, estate, investment, philanthropy).
• Educate family members on wealth creation, protection, and transfer strategies.
• Oversee investment portfolios and liaise with external advisors.
• Manage daily operations of the Family Office and its staff.
• Ensure accurate reporting and compliance for trusts, foundations, and personal finances.
• Collaborate with the CFO to integrate business interests and banking relationships.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• MBA or CFA designation preferred.
• Extensive experience in wealth management, estate planning, and financial strategy.
• Strong analytical, communication, and organizational skills.
• High discretion and professionalism in handling sensitive family matters.

Attributes We Value

• Proactive and self-motivated leadership.
• Collaborative mindset and adaptability.
• Commitment to integrity, confidentiality, and excellence.

Ready to make a meaningful impact in a values-driven environment?
Apply now or reach out to learn more.