Family Office Consultant

Family Office Consultant

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The Family Office Consultant ("FO Consultant") is a senior specialist within the Private Bank's Family Office Solutions team responsible for advising ultra-high-net-worth families on the formation, design, governance, and evolution of their family offices. Working in close partnership with the Family Office Strategist, the FO Consultant brings deep expertise in family office operating models, governance structures, family enterprise dynamics, succession planning, and organizational design to help families navigate complexity and build sustainable multi-generational enterprises.

The FO Consultant serves as a trusted advisor to family principals, family executives, and professional advisors, helping clients evaluate whether a family office is appropriate, define the optimal structure, establish governance frameworks, clarify decision-making processes, and implement best practices that align with family objectives and values. While the Family Office Strategist leads overall business development and coordination of the broader Bank of America platform, the FO Consultant provides specialized advisory expertise in the organizational and governance aspects of family offices.

This role requires a highly consultative professional who can facilitate sensitive family discussions, navigate complex family dynamics, develop actionable recommendations, and influence stakeholders across multiple generations. Success requires a blend of strategic thinking, emotional intelligence, executive presence, and deep knowledge of leading family office practices.

Key Responsibilities:

• Family Office Formation & Design
• Family Governance & Family Enterprise Advisory
• Strategic Client Advisory
• Partnership with Family Office Strategists
• Thought Leadership & Practice Development

Leadership Expectations

• Demonstrate deep expertise in family office governance, formation, and family enterprise consulting.
• Build trusted relationships with highly sophisticated family principals and executives.
• Navigate sensitive family dynamics with discretion, professionalism, and sound judgment.
• Facilitate difficult conversations and help families develop alignment around critical decisions.
• Influence outcomes through expertise, credibility, and relationship management rather than authority.
• Partner effectively across a highly matrixed organization.
• Serve as a recognized thought leader within the Family Office industry.

Qualifications

• 10+ years of experience advising ultra-high-net-worth families, family offices, private business owners, or family enterprises.
• Deep expertise in family office formation, governance structures, family enterprise consulting, and multi-generational wealth dynamics.
• Experience facilitating family meetings, governance discussions, and succession planning conversations.
• Strong understanding of family office operating models, organizational design, and governance best practices.
• Knowledge of key regulatory and tax issues that impact family office design.
• Exceptional communication, facilitation, and executive presence skills.
• Proven ability to build credibility with family principals, family executives, and external advisors.
• Strong consulting, project management, and relationship management capabilities.
• Ability to influence and collaborate across multiple stakeholders and business lines.
• Demonstrated ability to manage sensitive client situations with discretion and professionalism.

Preferred Qualifications

• Experience working within a family office, multi-family office,…