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Family Office Director - Wealth & Trust Strategy
Job in
Bozeman, Gallatin County, Montana, 59772, USA
Listed on 2026-08-13
Listing for:
Barnard Inc
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Barnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy.
The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.
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