Executive Assistant, Family Office

Krause Group believes in People First. We are an Equal Opportunity Employer building a culture of equity and inclusion.

The Executive Assistant, Family Office serves as a key operational partner within the office, providing high-level administrative, personal assistant, and concierge support to family members, stakeholders, and trusted advisors. This role manages communications, coordinates complex schedules, handles confidential matters, and supports the execution of projects and initiatives across the family office. Acting as a central point of coordination, the position ensures seamless day-to-day operations while supporting the Head of the Family Office and collaborating closely with the principal(s) executive support team.

This role also plays an important part in strengthening internal processes and improving operational efficiency. The successful candidate helps streamline workflows, introduces practical process improvements, and supports the continued professionalization of the family office.

Success in this role requires exceptional discretion, responsiveness, organization, and a calm, service-oriented mindset. Operating in a position of deep trust, the Executive Assistant frequently handles confidential information and time-sensitive matters with sound judgment and professionalism. This is a high-visibility role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.

• Coordinate family travel, household logistics, gifts, reservations, appointments, and special requests with precision and discretion.
• Assist with planning family celebrations, holidays, travel, and milestone occasions.
• Support core family office operations including scheduling, document management, bill pay coordination, vendor relationships, and special projects.
• Maintain organized and secure records related to legal, financial, real estate, philanthropic, and personal matters.
• Manage confidential personal correspondence and communications on behalf of the Principal(s) and family.
• Provide proactive support that enhances the family’s quality of life and reduces daily friction.
• Provide occasional after-hours support aligned with the Family’s schedule and needs.
• Manage purchasing, subscriptions, and bill pay; prepare necessary reporting.
• Partner with internal teams and external advisors (legal, tax, investment, household staff, etc.) to ensure smooth execution of family priorities.
• Assist with planning and logistics for family meetings, events, travel, and philanthropic activities.
• Conduct research and provide recommendations on a variety of topics for the Family and the Family Office.
• Suggest potential solutions and alternatives to support informed decision-making.
• Serve as recording secretary for family meetings by taking minutes and capturing next steps.
• Develop and review presentations and reports produced by the Family Office.
• Assist with setting meeting agendas and provide facilitation or presentation support as needed.
• Create plans and maintain a task calendar for routine activities and special projects.
• Coordinate internal and external meetings, maintaining a detailed calendar for the Family Office.

• Curate and maintain wine inventory across multiple cellars, ensuring optimal storage and accurate record-keeping.
• Oversee wine shipments and transfers, managing both domestic and international logistics.
• Build and maintain relationships with vineyards, distributors, and brokers for wine procurement.
• Advise on wine selections for corporate and private events, partnering with internal teams to provide exceptional wine experiences.

Other projects as assigned.

Adhere to all company policies and procedures.

• 3+ years of experience in a same or related role as a Personal and/or Executive Assistant
• Experience in domestic and international travel planning
• Family Office experience preferred
• Experience supporting a founder, executive family, or family office environment
• Event planning, gifting, or hospitality background…