Head Of Family Office The Quest Organization

About The Job A growing multi-family office and wealth management firm is looking for a leader to manage and grow their already successful Family Office Services business. This role will provide the following responsibilities to six high-net-worth families: Bill Payment Quarterly Financial Statements Budget vs. Actual Reporting Maintenance of Intrafamily loans Capital Call Fulfillment Completion of Subscription Documents Payroll & light HR for household staff Other services related to bookkeeping, accounting, and estate planning Problem-solving and hunting down answers for complex issues and situations As Head of Family Office Services, you will manage a team of three professionals who currently handle several substantial ($100mm+) and complex (estate planning vehicles) families. Working directly with UHNW clients Managing a team with a proven track record of mentoring Minimum Requirements: Working inside a business management firm or in a similar role at an accounting firm for an extended period specifically with wealthy families whose balance sheets include financial assets – liquid and illiquid across all asset classes CPA Pay: $150,000 – $200,000 a year

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