Family Wealth Office Director

The Family Office Director:

• Works with the Family Strategist to develop the annual client relationship plan and coordinates the entire team to ensure the execution of the plan
• Owns the execution of service strategy and overall client experience for uhnw families
• Owns the implementation of the Family Wealth onboarding plan
• Serves as the clients’ primary point of contact for all service related activities
• Manages and coordinates the activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth
• Consultant, Regional Planning Strategist, and Relationship Manager
• Engages the family’s outside advisors
• Coordinates the client discovery conversations and establishes client goals in coordination with the Family Strategist
• Develops and maintains ongoing Wealth Issues Reviews and Wealth Roadmap for assigned clients
• Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans
• Co-facilitates the Family Wealth Legacy Day’s and develops custom strategies to prepare the next generation
• Helps to structure and participates in clients’ annual family meetings
• Retains and deepens client relationships with high level personal attention
• Has a command of the Family Wealth value proposition and family office capabilities