Family Office Manager

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$/yr - $/yr

A prominent family office is seeking a Family Office Manager to oversee financial and operational activities. The role involves managing family preferences, financial oversight, and supporting investment and philanthropic initiatives.

• Develop a deep understanding of family preferences and operate as a trusted advocate
• Manage bill pay, budgeting, and cash reconciliations; potentially implement a bill pay system
• Liaise with accountants, attorneys, trustees, and other external partners
• Oversee management of family homes and coordinate domestic staff
• Work with a personal assistant on errands and logistical needs
• Consolidate and monitor investment portfolios across asset classes
• Prepare financial statements, performance reports, and liquidity analyses
• Coordinate tax planning and compliance with external advisors
• Track capital calls, distributions, and valuations
• Support cash-flow management and scenario planning
• Conduct due diligence on prospective investments
• Support charitable giving strategies and manage foundation/DAF activity
• Assist with operations for special projects
• Help with travel, events, and various personal or family projects

• Experience in family office management, financial oversight, and investment support
• Strong understanding of financial statements, budgeting, and cash management
• Ability to liaise effectively with external partners and manage domestic staff
• Proficiency in managing investment portfolios and conducting due diligence
• Experience in supporting philanthropic activities and special projects

Salary: $100,000 – $250,000, Plus Bonus

Mid-Senior level

Full-time

• Administrative

• Staffing and Recruiting