Director of Family Office at GloCap
Website Glocap
Glocap Search is a boutique firm with big connections - dedicated to serving the specialized recruiting needs of our clients across multiple industries. Since 1997 we have amassed a database of 750,000+ candidates, placing more than 20,000 of them across 900 firms. It is this unique experience that gives us access to a well of data, deeply mined to power our hands-on team.
About the job
The Director of a Family Office plays a strategic leadership role in overseeing the delivery of comprehensive wealth management and family office services. This individual is responsible for coordinating across investment advisory, tax planning, estate planning, philanthropic strategy, and lifestyle management.
Responsibilities:
- Act as a trusted advisor to client families, overseeing and integrating all aspects of their financial and personal affairs.
- Manage and lead a multidisciplinary team including investment professionals, tax and legal advisors, and client service staff.
- Develop and implement tailored wealth management strategies, including investment oversight, estate planning, risk management, and generational wealth transfer.
- Oversee operations related to accounting, reporting, and compliance to ensure accuracy and timeliness.
- Coordinate with external advisors (e.g., attorneys, CPAs, investment managers) to ensure all aspects of a client’s financial plan are aligned.
- Drive business development efforts through referrals, networking, and maintaining an excellent reputation within the UHNW space.
Job Requirements:
- Bachelor’s degree required; advanced degree (JD, MBA, CPA, or CFP) preferred.
- 10+ years of experience in wealth management, private banking, or a multi-family office environment.
- Demonstrated ability to manage complex client relationships and multi-generational planning.
To apply for this job please visit www.linkedin.com.
