Single Family Office

We are seeking a Family Office Director to lead the establishment and ongoing management of a newly formed, first-generation family office based in Rye, NY. This is a unique opportunity to serve as the foundational hire, working closely with a closely held family to design, build, and operate a thoughtful, well-governed family office aligned with the family’s long-term objectives.

The Director will act as a central integrator across the family’s financial, legal, and operational ecosystem, with a particular emphasis on financial oversight, reporting integrity, and coordination across external providers. This individual will partner with a network of advisors while implementing the infrastructure, processes, and controls necessary to support long-term stewardship.

This role reports directly to the Board of Directors, including the family’s patriarch and matriarch, and requires a high degree of judgment, discretion, and ownership.

Responsibilities:

Family Office Development & Leadership

· Lead the design and build-out of the family office, including structure, workflows, and operating model

· Establish processes, controls, and documentation to support a well-governed and scalable infrastructure

· Implement appropriate processes and internal controls across financial and operational activities

· Serve as a trusted partner to the family, proactively identifying creative solutions to personal and business-related challenges

Advisor Coordination & Oversight

· Serve as the central integrator across the family’s advisory ecosystem, including tax advisors, estate attorneys, private banking partners, accounting/reporting providers, trustees, and investment managers

· Ensure financial, tax, and investment reporting across providers is aligned, consistent, and clearly understood

· Identify gaps, overlaps, or inefficiencies across advisors and recommend improvements

· Work closely with trustees, money managers, and other advisors to support coordinated decision-making and execution

Financial Oversight & Administration

· Oversee and coordinate all financial reporting activities across the family’s accounts, entities, and investment structures, partnering with external providers to ensure accurate, timely, and high-quality deliverables

· Review and interpret financial statements (balance sheets, income statements, cash flow statements), identifying key insights, discrepancies, and areas requiring follow-up

· Support cash flow forecasting and liquidity planning, incorporating anticipated expenses, investments, and distributions

· Oversee bill payment processes with a focus on accuracy, approvals, and appropriate controls (not day-to-day processing)

Governance & Reporting

· Support the preparation of Board of Directors materials, including financial summaries, reporting packages, and key business updates, with experience presenting to boards, preparing for meetings, and participating in board discussions

· Help establish a regular cadence for communication, reporting, and decision-making

· Ensure alignment across family members, trustees, and advisors through structured communication and documentation

Charitable Foundation Oversight

· Oversee financial administration for the family’s charitable foundation, including cash management, grant disbursements, and audit coordination

· Coordinate with external advisors and administrators to ensure compliance with applicable regulations and reporting requirements

· Support tracking and organization of grant activity, commitments, and related documentation

Project Management & Infrastructure

· Lead and coordinate projects on behalf of the family, primarily related to financial, operational, and administrative priorities

· Anticipate needs and proactively address issues in a thoughtful and efficient manner

· Evaluate and implement systems to support financial tracking, reporting, and document management

· Establish organized, secure, and accessible data management practices across financial, legal, and operational records

· Maintain comprehensive and well-organized records of financial transactions, entity documentation, and investment-related materials

Qualifications:

· Bachelor’s degree required; CPA or equivalent accounting expertise strongly preferred

· Minimum of 10 years of experience within a family office, multi-family office, wealth management firm, or professional services environment, with experience supporting high-net-worth individuals and coordinating across multiple advisors

· Strong foundation in accounting and financial oversight, with the ability to review, interpret, and synthesize complex financial information across multiple entities and providers

· Demonstrated ability to operate in a dynamic, hands-on environment and manage a broad range of responsibilities with sound judgment

· Proven experience building or improving processes, systems, and operational infrastructure, with a proactive, solutions-oriented mindset

· Strong interpersonal and communication skills, with the ability to build trust and effectively engage with family members, trustees, and external advisors

· High level of integrity, discretion, and professionalism in managing confidential and sensitive information

· Technologically proficient, with experience leveraging systems and tools to enhance reporting, organization, and efficiency

Job Type: Full Time, Hybrid (expected on average 3 days per week in-person); office located in Rye, NY

Compensation: Annual compensation range of $250,000 - $300,000, based on experience and qualifications, with comprehensive benefits