Chief Executive Officer/President

The Client

Our client is a well-established family office with two U.S. locations. The family, which has a long and rich history, has created an enduring American enterprise that has achieved substantial business and financial success while remaining true to family values instilled through the generations.

Founded in 1941, the family office provides legal, tax, accounting, financial management and reporting, trust administration, investment, estate, trust and charitable planning services to a diverse group of clients spanning four generations and over 200 households. The family has a complex structure of entities through which assets are held, including:

• A private family-owned mutual fund company
• A family holding company
• A private trust company
• A family foundation

The family office provides investment advisory, compliance, and other supporting services to these entities.

The Opportunity

This position offers a distinctive opportunity for an experienced family office/wealth management executive with:

• Excellent strategic capabilities
• Strong leadership and management skills
• Business, investment, and financial acumen
• Broad knowledge across wealth management disciplines

The CEO/President will provide value-added counsel and guidance as the rising generation of the family assumes increasing leadership and governance roles.

Reports to

Family office Board of Directors

The Position

Responsibilities

The CEO/President will:

• Work with the Board and family leadership to define strategic vision, goals, and priorities.
• Lead and manage family office staff and external advisors.
• Ensure high-quality service delivery to family members.
• Promote engagement and communication among family members.
• Oversee financial stewardship, compliance, and regulatory requirements.
• Assess current operations and implement improvements.
• Enhance family governance structures and succession planning.
• Act as a senior trusted advisor to family members across generations.

The Ideal Candidate

Qualifications

• Minimum 15 years of experience in family office/wealth management.
• Undergraduate degree required; advanced degree preferred (JD, MBA, LLM).
• Experience advising multigenerational families of significant wealth.
• Knowledgeable about family office best practices and private trust companies.
• Proven leadership skills in professional services environments.
• Strong financial, investment, and business advisory skills.
• High emotional intelligence and relationship management expertise.
• Technologically savvy with experience in process optimization.
• Ability to synthesize complex financial and investment concepts clearly.

Compensation

An industry-competitive package will be offered, including a comprehensive benefits plan.