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Remote Family Office Jobs (NOW HIRING)

Family Office CPA | High-Net-Worth Family Office | 100% Remote An exceptional opportunity for a CPA who wants more than just closing the books. We're partnering with a rapidly growing private family ...

Tax Manager- CPA, Remote!

Anaheim, CA · Remote

$113K - $148K/yr

Tax Manager | Family Office Southern California-Based Family Office | 100% REMOTE CPA Required | Experience with UHNW individuals a plus ✒️ Salary: $150K-$180K DOE, potential bonus, generous ...

Tax Manager- CPA, Remote!

Orange, CA · On-site +1

$118K - $155K/yr

Tax Manager | Family Office Southern California-Based Family Office | 100% REMOTE CPA Required | Experience with UHNW individuals a plus ✒ Salary: $150K-$180K DOE, potential bonus, generous ...

Tax Manager- CPA, Remote!

Anaheim, CA · On-site +1

$118K - $155K/yr

Tax Manager | Family Office Southern California-Based Family Office | 100% REMOTE CPA Required | Experience with UHNW individuals a plus Salary: $150K-$180K DOE, potential bonus, generous Benefits ...

Tax Manager- CPA, Remote!

Anaheim, CA · On-site +1

$118K - $155K/yr

Tax Manager | Family Office Southern California-Based Family Office | 100% REMOTE CPA Required | Experience with UHNW individuals a plus Salary: $150K-$180K DOE, potential bonus, generous Benefits ...

Tax Manager- CPA, Remote!

Anaheim, CA · Remote

$113K - $148K/yr

Tax Manager | Family Office Southern California-Based Family Office | 100% REMOTE CPA Required | Experience with UHNW individuals a plus Salary: $150K-$180K DOE, potential bonus, generous Benefits ...

Be Seen First

Senior Trust & Corporate Paralegal - Family Office We are establishing and managing a sophisticated ... Some remote work may be available. Compensation is competitive and will be commensurate with ...

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Remote Family Office information

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$27.5K

$56.1K

$82K

How much do remote family office jobs pay per year?

As of Jul 26, 2026, the average yearly pay for remote family office in the United States is $56,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a remote family office?

A remote family office is a service or team that manages the financial, investment, administrative, and personal affairs of wealthy individuals or families, but operates virtually rather than from a physical office location. These offices oversee tasks like wealth management, tax planning, estate planning, and sometimes lifestyle management, all coordinated online or through digital means. This setup allows family members to access services from anywhere, provides flexibility, and often reduces overhead costs associated with traditional, in-person offices.

How does a remote family office professional typically collaborate with clients and team members across different locations?

In a remote family office setting, professionals rely heavily on digital communication tools such as video conferencing, secure messaging platforms, and cloud-based document sharing to coordinate with clients and colleagues. Regular virtual meetings help ensure alignment on investment strategies, estate planning, and administrative tasks. Building trust and maintaining confidentiality are paramount, so robust cybersecurity measures are standard practice. Despite working remotely, collaboration is frequent and structured, often with clearly defined roles and responsibilities to ensure seamless service delivery.

What are the key skills and qualifications needed to thrive as a Remote Family Office professional, and why are they important?

To excel as a Remote Family Office professional, you need expertise in financial management, wealth planning, and investment analysis, typically supported by a degree in finance, accounting, or a related field. Familiarity with portfolio management software, financial reporting systems, and certifications such as CPA or CFA are highly valued. Strong communication, discretion, and organizational skills help build trust and manage complex, confidential client needs. These skills ensure effective stewardship of family assets, seamless service delivery, and long-term client satisfaction in a remote setting.
More about Remote Family Office jobs
What cities are hiring for Remote Family Office jobs? Cities with the most Remote Family Office job openings:
What are the most commonly searched types of Family Office jobs? The most popular types of Family Office jobs are:
What states have the most Remote Family Office jobs? States with the most job openings for Remote Family Office jobs include:
Infographic showing various Remote Family Office job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $56,076 per year, or $27 per hour.

Family Office Partnership Director

LEGACY PROTECTION GROUP LLC

Livonia, MI • Remote

$100K - $200K/yr

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Benefits:
  • Bonus based on performance
  • Flexible schedule
  • Competitive salary

Job description:
Position Summary

Legacy Protection Group is seeking an experienced, highly connected, and entrepreneurial Family Office Relationship Director to develop and manage strategic relationships with family offices, wealth advisors, private banks, private client attorneys, and ultra-high-net-worth individuals (UHNWIs).
This position is responsible for originating and developing opportunities for Legacy Protection Group's premium advisory and protective services, including executive protection, travel risk management, residential security consulting, protective intelligence, investigations, crisis management, transaction security, and concierge security solutions.
This is a commission-based position designed for senior relationship professionals with existing networks and the ability to open doors within the private wealth ecosystem.
Primary Responsibilities Relationship Development
  • Establish and maintain relationships with:
  • Single Family Offices (SFOs)
  • Multi-Family Offices (MFOs)
  • Registered Investment Advisors (RIAs)
  • Private Banks
  • Wealth Management Firms
  • Estate Planning Attorneys
  • Private Client Attorneys
  • Concierge Medical Practices
  • Luxury Travel Advisors
  • Private Aviation Providers
  • Luxury Residential Advisors
  • Art, Jewelry, and Asset Managers
Business Development

  • Identify opportunities for LPG services within family office and private client environments.
  • Introduce LPG's protective and advisory capabilities to prospective clients and referral partners.
  • Coordinate meetings, introductions, presentations, and client briefings.
  • Develop strategic partnerships that create recurring referral opportunities.
Client Advisory Support

  • Assist clients in identifying risk exposures related to:
  • Executive travel
  • Residential security
  • Protective intelligence
  • Family protection
  • Special events
  • International travel
  • Reputation management
  • Asset protection
  • Transaction risk
Market Intelligence

  • Monitor emerging risks affecting family office and UHNW communities.
  • Provide feedback to LPG leadership regarding new market opportunities and service offerings.
Services Offered Through Legacy Protection Group

The Family Office Relationship Director will represent LPG's portfolio of services including:
  • Executive Protection
  • Protective Intelligence
  • Family Security Programs
  • Residential Security Assessments
  • Travel Risk Assessments
  • Journey Management
  • International Travel Security
  • Corporate Investigations
  • Due Diligence Investigations
  • Counterparty Intelligence
  • Transaction Security
  • Crisis Management Consulting
  • Business Continuity Planning
  • GSOC-as-a-Service
  • Secure Transportation Coordination
  • Security Program Design and Advisory Services
Ideal Candidate Profile

  • Existing relationships within family office, wealth management, private banking, or UHNW communities.
  • Strong network of centers of influence and referral partners.
  • Exceptional communication and relationship management skills.
  • Professional presence and discretion suitable for UHNW clientele.
  • Ability to operate independently and manage a sales pipeline.
  • Experience within private wealth, financial services, private aviation, luxury services, private security, consulting, or professional services environments preferred.
Preferred Backgrounds

Candidates may come from:
  • Family Offices
  • Private Banking
  • Wealth Management
  • Luxury Hospitality
  • Private Aviation
  • Executive Protection
  • Corporate Security
  • Law Firms
  • Investment Banking
  • Mergers & Acquisitions
  • Insurance Brokerage
  • Private Client Services
Compensation Structure

This position is commission-based and designed to reward long-term relationship development and recurring client revenue generation.
Compensation may include:
  • New client acquisition commissions
  • Revenue sharing on recurring service engagements
  • Success fees for strategic introductions and opportunities
  • Long-term participation on retained advisory relationships
Specific commission structures will be outlined in the Family Office Relationship Director Agreement.
Why Legacy Protection Group

Legacy Protection Group is not a traditional guard company.
We are an intelligence-driven security, investigations, risk management, and advisory firm focused on protecting our clients' people, assets, operations, transactions, and reputations.
Our mission is to become the trusted security and risk advisor to family offices, executives, investors, and organizations operating in an increasingly complex world.
The Family Office Relationship Director will play a foundational role in building that vision.
Benefits:
  • Flexible schedule
Work Location: Remote

This is a remote position.