We are seeking a Family Office professional to join our Family Office team. This individual will serve as a senior, client-facing operator responsible for overseeing and coordinating the full spectrum of non-investment services for ultra-high-net-worth individuals and families.
This person will act as a central point of accountability across complex, multi-disciplinary initiatives, ensuring that all aspects of a client’s financial, operational, and lifestyle needs are executed seamlessly and in alignment with their objectives. This role requires strong project management capabilities, sound judgment, and the ability to coordinate across internal teams and a network of external advisors.
The ideal candidate has experience working with sophisticated clients, managing complex assets and initiatives, and serving as a trusted partner who can translate strategy into execution across a broad range of family office services.
Strategic Project Management
Serve as the central coordinator for complex, ad hoc client initiatives, including privacy and security enhancements, lifestyle transitions, and other multi-faceted projects.
Act as the primary point of accountability across internal teams and external advisors to ensure timely execution and alignment.
Establish structure, timelines, and communication protocols to drive initiatives forward efficiently.
Complex Asset Oversight
Provide end-to-end oversight across the lifecycle of complex, high-value assets, including real estate, private aircraft, marine assets, vehicles, and collectibles.
Coordinate due diligence, acquisition, ownership structuring, ongoing administration, and disposition in partnership with legal, tax, and advisory teams.
Ensure proper documentation, risk coverage, and alignment with broader client strategy.
Risk Management and Insurance Coordination
Lead annual insurance reviews and ongoing policy coordination in partnership with external insurance advisors.
Ensure new and existing assets are appropriately integrated into coverage.
Source and evaluate specialty insurance solutions for complex risks, including collectibles, aviation, equine, and event-related exposures.
Integration with Broader IEQ Family Office Services
Coordinate closely with internal specialists to deliver holistic planning:
Estate Planning: Partner with IEQ Wealth Strategists and external estate attorneys to coordinate estate plan reviews and implementation.
Income Tax Strategy: Collaborate with internal tax strategists and external CPAs to support tax planning and review processes.
Lending and Liquidity: Engage with lending specialists to coordinate credit strategies and liquidity solutions.
Family Dynamics: Support family governance, education, and next-generation planning initiatives.
Estate and Household Management Support
Evaluate and coordinate estate staffing solutions, payroll providers, and benefits structures.
Oversee real estate operations by coordinating with property managers, household staff, and vendors.
Ensure consistent, efficient management of household operations aligned with client expectations.
Lifestyle and Concierge Services
Act as a trusted resource for lifestyle-related needs by sourcing and coordinating with external providers, including:
Personal and cybersecurity services
Concierge medical services
Complex and luxury travel planning
Residency and domicile considerations
Private aviation and marine transport
Oversee onboarding and ongoing monitoring of bill pay and financial operations providers
10+ years of experience in a family office, multi-family office, private bank, or similar environment serving UHNW clients.
Demonstrated experience managing complex, multi-disciplinary client needs across investments-adjacent areas such as real assets, insurance, estate coordination, and lifestyle services.
Strong project management and organizational skills, with the ability to manage multiple concurrent initiatives.
Experience coordinating with external advisors, including legal, tax, insurance, and operational providers.
Excellent judgment and problem-solving ability in high-stakes, client-sensitive situations.
Strong communication skills, with the ability to synthesize complexity into clear recommendations and action plans.
High attention to detail and commitment to execution quality.
Ability to operate independently and serve as a trusted advisor to both clients and internal teams.
The total compensation range for this role, inclusive of base salary and bonus, is $190,000-$250,000, depending on skills and experience.