President, Single Family Office, Providence

Mack International is searching for a President to lead an established single-family office embedded within a Pawtucket, Rhode Island family business founded more than 100 years ago. Reporting to a third-generation family Principal, the President sets the office's strategy and runs all services for multiple households across generations two to four: tax, trust and estate coordination, financial reporting, investment oversight, risk, governance and next-generation development.

Needs 15+ years in family office or wealth management, experience building or transforming an office, and direct private equity knowledge; JD, MBA, CPA or CFA preferred.

Our client, the owner of a privately held family business based in Pawtucket, RI, is seeking someone to assume leadership for their established family office, which is currently embedded within the highly successful legacy operating business founded over 100 years ago. The primary mission of the office is to serve the personal, financial/accounting, reporting, tax, investment management, fiduciary, philanthropic, and administrative interests of the family and their related entities.

The family office serves multiple households, spanning generations two through four of the founding family. The family office prides itself on operating with the highest level of integrity and professional service excellence and is defined by its core company values of integrity, discretion, strong work ethic, practicality and an enduring commitment to stewardship. The President will report directly to a generation three family Principal and will partner with them to determine the strategic vision and priorities for the family office today and in the future.

The President will be responsible for the overall leadership, strategy and operation of the family office and the seamless delivery of all services provided to family office clients. In addition, the President will proactively engage family members and serve as their senior trusted advisor, providing advice and counsel to assist them in making informed decisions to advance and accomplish the family’s long-term objectives.

The President position offers a distinctive opportunity for an experienced family office/wealth management executive with broad knowledge across the disciplines of wealth management including family education and engagement, finance and accounting, planning, and reporting, tax, trust and estate planning, philanthropy, risk management and investment management to assume responsibility for this embedded family office. The ideal candidate will have experience working with substantial, multigenerational families and a thorough understanding of family office services, operations and best practices.

The successful candidate will also possess strong business, financial and investment acumen, exceptional communication skills, strong relationship/advisory skills and the ability to instill the confidence and credibility needed to build trusted relationships with all family members, including future generations.

Greater Providence, Rhode Island area (Rhode Island preferred; New England location strongly preferred)

Third-generation family Principal

Strategic Planning & Execution
- Partner with the Principal to establish priorities and implement the strategic vision and goals for the family office, including the creation of the mission, vision, value statement and supporting business plan. Clearly and effectively communicate the vision and engage family members.

- Assess current infrastructure and build a best-in-class family office based on optimal strategies for services to be delivered to family clients.

- Ensure high-quality service delivery to…