Family Wealth Advisor

ABOUT THE POSITION

The Family Wealth Advisor sits at the intersection of relationship management, financial analysis, and service integration. In this role, you will work directly with our beneficiary families and to understand each family’s unique needs and circumstances, implement a full range of integrated wealth planning services, and coordinate other family office services to ensure , disciplined, and high‑touch experience across planning, administration, and external advisory relationships.

This position will also be deeply involved in designing and developing next generation education with the broader family office and outside consultants.

• Serve as the individual family wealth planning relationship lead for a defined group of beneficiary families.
• Develop a deep understanding of each family’s financial situation, life stage, priorities, and planning needs.
• Build trust‑based, long‑term relationships with beneficiaries.
• Maintain appropriate professional boundaries while delivering a high‑touch service experience.
• Manage a structured cadence of engagement (annual planning, periodic check‑ins, event‑driven meetings).
• Construct, review, and present meeting materials for assigned clients at financial review meetings, ensuring they meet the learning styles of each client unit.

• Act as the central coordinator across family office services, including:
• Wealth and financial planning,
• Trust distributions and cash‑flow planning,
• Budgeting and personal financial management,
• Bill pay and financial administration,
• Estate, entity, and planning coordination with broader family office and trusts,
• Personal family unit philanthropy planning and coordination, and
• Risk management and insurance planning and coordination.
• Translate family needs into clear execution plans for internal teams and external advisors; help clients understand the decisions they can make with internal and external advisory inputs in a timely fashion; ensure accountability and learning from decisions as time passes and performance is logged in order to support better decision-making and behaviors going forward.
• Ensure consistency, accuracy, and follow‑through across all services.
• Proactively identify gaps, inefficiencies, or service improvement opportunities.
• Surface concerns to family office management about external advisors when they arise.

• In connection with family office management, work with external institutional wealth managers and advisors.
• Coordinate preparation for advisor meetings and follow‑up on action items.
• Ensure families understand investment strategies, planning recommendations, and tradeoffs without duplicating advisor roles.
• Facilitate clear and accurate information flow between families, advisors, and the family office.
• Own and maintain financial models related to cash flow and trust distributions, budgeting and spending analysis, and long‑term planning scenarios.
• Translate analytical outputs into clear, practical insights for families.
• Partner closely with the family office team to refine assumptions and decision frameworks.
• Support planning discussions with data‑driven analysis rather than generic advice.

• Create large and small group and as-needed individual, programming and structures that help next‑generation beneficiaries understand:
• Trust structures and distribution mechanics,
• Long‑term financial implications of decisions, and
• Planning tradeoffs and responsibilities that come with family wealth.
• Support next-gen learning through hands-on experimentation that is low-stakes but high-learning-impact.
• Reinforce sound financial habits without acting as a gatekeeper or decision authority.
• Support families through major life transitions (marriage, children, career changes, major purchases).

• Identify and appropriately surface potential issues such as:
• Misalignment with advisors,
• Spending patterns that create long‑term concerns,
• Family dynamics surfacing through financial matters, and
• Other potential issues that family office would…